Filed July 30, 2013 (most recent of 2 filings on file)
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 | $65,382 | $49,173+33.0% | $121,098-46.0% | $75,163-13.0% |
| Participation rate | 80.2% | 55.4%+24.8pp | 69.5%+10.7pp | 67.2%+13.0pp |
| Annual return | 19.44% | 55.99%-36.5pp | 985.75%-966.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,376 | $1,546+53.7% | $4,164-42.9% | $2,670-11.0% |
| Participant deferral / active EE | $2,898 | $2,628+10.3% | $4,080-29.0% | $4,125-29.8% |
| Admin fee / account holder | $5,783 | $3,942+46.7% | $5,644+2.5% | $5,651+2.3% |