Filed October 24, 2014 (most recent of 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,901 | $132,049+3.7% | $200,582-31.7% | $74,304+84.2% |
| Participation rate | 99.0% | 84.1%+14.9pp | 86.9%+12.1pp | 60.3%+38.7pp |
| Annual return | 13.38% | 22.22%-8.8pp | 42.33%-29.0pp | 29.43%-16.0pp |
| Employer contribution / active EE | $5,230 | $4,558+14.8% | $6,419-18.5% | $2,241+133.4% |
| Participant deferral / active EE | $3,466 | $7,213-51.9% | $9,331-62.9% | $3,767-8.0% |
| Admin fee / account holder | $4,490 | $2,405+86.7% | $16,305-72.5% | $2,969+51.2% |