Filed December 25, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,021 | $64,119+472.4% | $112,228+227.0% | $66,914+448.5% |
| Participation rate | 65.2% | 68.5%-3.3pp | 75.1%-9.9pp | 69.8%-4.6pp |
| Annual return | 10.84% | -13.81%+24.7pp | 27.45%-16.6pp | 1.58%+9.3pp |
| Employer contribution / active EE | $6,128 | $3,005+103.9% | $3,635+68.6% | $2,544+140.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |