Filed October 24, 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 | $47,015 | $65,557-28.3% | $105,738-55.5% | $56,287-16.5% |
| Participation rate | 74.6% | 63.4%+11.2pp | 76.3%-1.8pp | 69.9%+4.7pp |
| Annual return | 0.58% | -1.32%+1.9pp | 6.27%-5.7pp | -9.96%+10.5pp |
| Employer contribution / active EE | $1,341 | $1,788-25.0% | $3,268-59.0% | $2,111-36.5% |
| Participant deferral / active EE | $2,831 | $2,418+17.1% | $4,080-30.6% | $3,350-15.5% |
| Admin fee / account holder | $10,305 | $561+1735.4% | $6,913+49.1% | $521+1878.2% |