Filed January 29, 2015
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 | $49,174 | $98,750-50.2% | $149,696-67.2% | $79,858-38.4% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.6%+16.7pp |
| Annual return | 19.58% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,470 | $3,216+7.9% | $4,644-25.3% | $2,471+40.4% |
| Participant deferral / active EE | $7,907 | $5,680+39.2% | $6,842+15.6% | $3,740+111.4% |
| Admin fee / account holder | $6,312 | $6,053+4.3% | $9,309-32.2% | $5,306+18.9% |