Filed March 28, 2014
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 10-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 | $63,922 | $56,897+12.3% | $84,750-24.6% | $62,891+1.6% |
| Participation rate | 94.8% | 68.5%+26.3pp | 76.6%+18.3pp | 69.3%+25.5pp |
| Annual return | 7.91% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,924 | $2,400+21.8% | $3,574-18.2% | $2,281+28.2% |
| Participant deferral / active EE | $3,735 | $2,709+37.9% | $3,712+0.6% | $3,203+16.6% |
| Admin fee / account holder | $333 | $3,581-90.7% | $5,332-93.8% | $4,296-92.2% |