Filed March 17, 2016
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 | $64,478 | $57,281+12.6% | $86,612-25.6% | $75,163-14.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 21.97% | 2670.75%-2648.8pp | 591.07%-569.1pp | 160.62%-138.6pp |
| Employer contribution / active EE | $9,958 | $2,314+330.3% | $3,022+229.5% | $2,670+273.0% |
| Participant deferral / active EE | $11,255 | $3,318+239.3% | $4,438+153.6% | $4,125+172.8% |
| Admin fee / account holder | $8,117 | $4,112+97.4% | $5,614+44.6% | $5,651+43.6% |