Filed December 4, 2015 (most recent of 3 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 | $136,028 | $137,414-1.0% | $189,513-28.2% | $85,850+58.4% |
| Participation rate | 93.9% | 84.6%+9.3pp | 87.8%+6.1pp | 69.3%+24.6pp |
| Annual return | 27.44% | 38.14%-10.7pp | 555.15%-527.7pp | 318.53%-291.1pp |
| Employer contribution / active EE | $2,546 | $4,344-41.4% | $6,162-58.7% | $2,565-0.7% |
| Participant deferral / active EE | $5,355 | $6,260-14.5% | $8,221-34.9% | $3,952+35.5% |
| Admin fee / account holder | $1,128 | $8,630-86.9% | $12,045-90.6% | $6,260-82.0% |