Filed June 2, 2014
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 | $85,563 | $46,553+83.8% | $64,056+33.6% | $75,163+13.8% |
| Participation rate | 98.8% | 65.9%+32.9pp | 72.3%+26.5pp | 67.2%+31.6pp |
| Annual return | 28.44% | 26.03%+2.4pp | 33.69%-5.2pp | 160.62%-132.2pp |
| Employer contribution / active EE | $9,747 | $1,974+393.8% | $2,747+254.9% | $2,670+265.1% |
| Participant deferral / active EE | $10,683 | $2,837+276.6% | $3,880+175.3% | $4,125+159.0% |
| Admin fee / account holder | $13,688 | $2,952+363.7% | $3,068+346.1% | $5,651+142.2% |