Filed April 29, 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 | $63,806 | $39,122+63.1% | $57,179+11.6% | $62,891+1.5% |
| Participation rate | 93.0% | 70.5%+22.5pp | 75.3%+17.7pp | 69.3%+23.7pp |
| Annual return | 15.31% | 9.23%+6.1pp | 14.59%+0.7pp | 20.14%-4.8pp |
| Employer contribution / active EE | $6,367 | $1,874+239.7% | $2,682+137.4% | $2,281+179.1% |
| Participant deferral / active EE | $5,788 | $2,374+143.8% | $3,096+86.9% | $3,203+80.7% |
| Admin fee / account holder | $699 | $2,592-73.0% | $3,139-77.7% | $4,296-83.7% |