Filed December 23, 2013
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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,868 | $94,529-76.9% | $140,016-84.4% | $64,186-65.9% |
| Participation rate | 98.8% | 84.1%+14.7pp | 87.5%+11.3pp | 69.6%+29.3pp |
| Annual return | -4.38% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,961 | $3,812-48.6% | $5,606-65.0% | $2,381-17.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,047 | $6,741-69.6% | $10,705-80.9% | $4,888-58.1% |