Filed October 1, 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 | $124,899 | $87,870+42.1% | $113,168+10.4% | $74,304+68.1% |
| Participation rate | 77.8% | 70.7%+7.0pp | 76.6%+1.2pp | 60.3%+17.4pp |
| Annual return | 19.55% | 26.44%-6.9pp | 24.27%-4.7pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,728 | $2,277+19.8% | $2,975-8.3% | $2,241+21.7% |
| Participant deferral / active EE | $5,263 | $4,241+24.1% | $5,107+3.1% | $3,767+39.7% |
| Admin fee / account holder | $7,791 | $3,368+131.3% | $12,068-35.4% | $2,969+162.4% |