Filed January 31, 2014 (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 | $46,751 | $52,836-11.5% | $105,738-55.8% | $64,186-27.2% |
| Participation rate | 89.1% | 66.5%+22.6pp | 76.3%+12.8pp | 69.6%+19.6pp |
| Annual return | -2.60% | 14.30%-16.9pp | 6.27%-8.9pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,330 | $1,827-27.2% | $3,268-59.3% | $2,381-44.1% |
| Participant deferral / active EE | $3,374 | $2,545+32.6% | $4,080-17.3% | $3,470-2.7% |
| Admin fee / account holder | $7,683 | $3,959+94.1% | $6,913+11.1% | $4,888+57.2% |