Filed March 27, 2014 (most recent of 5 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 | $59,702 | $45,035+32.6% | $62,995-5.2% | $70,131-14.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 572.39% | 18.76%+553.6pp | 87.57%+484.8pp | 73.14%+499.2pp |
| Employer contribution / active EE | $1,145 | $2,051-44.2% | $2,759-58.5% | $2,342-51.1% |
| Participant deferral / active EE | $2,405 | $2,465-2.4% | $3,329-27.8% | $3,332-27.8% |
| Admin fee / account holder | $2,002 | $2,834-29.4% | $3,600-44.4% | $4,645-56.9% |