Filed March 22, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,433 | $56,897+34.3% | $84,750-9.8% | $62,891+21.5% |
| Participation rate | 93.5% | 68.5%+24.9pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 10.61% | 6.30%+4.3pp | 22.78%-12.2pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,660 | $2,400+10.8% | $3,574-25.6% | $2,281+16.6% |
| Participant deferral / active EE | $6,471 | $2,709+138.9% | $3,712+74.3% | $3,203+102.0% |
| Admin fee / account holder | $5,443 | $3,581+52.0% | $5,332+2.1% | $4,296+26.7% |