Filed October 16, 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 | $47,671 | $57,281-16.8% | $86,612-45.0% | $75,163-36.6% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 17.71% | 2670.75%-2653.0pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,414 | $2,314+4.3% | $3,022-20.1% | $2,670-9.6% |
| Participant deferral / active EE | $4,398 | $3,318+32.6% | $4,438-0.9% | $4,125+6.6% |
| Admin fee / account holder | $1,071 | $4,112-74.0% | $5,614-80.9% | $5,651-81.1% |