Filed December 10, 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 | $75,030 | $76,670-2.1% | $96,683-22.4% | $71,457+5.0% |
| Participation rate | 70.8% | 66.6%+4.3pp | 74.3%-3.5pp | 67.9%+2.9pp |
| Annual return | 22.55% | 48.29%-25.7pp | 35.69%-13.1pp | 28.85%-6.3pp |
| Employer contribution / active EE | $2,094 | $3,031-30.9% | $3,737-43.9% | $2,588-19.1% |
| Participant deferral / active EE | $5,531 | $3,771+46.7% | $4,878+13.4% | $4,289+29.0% |
| Admin fee / account holder | $5,743 | $2,028+183.2% | $6,730-14.7% | $1,587+261.8% |