Filed December 2, 2014
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 | $79,430 | $125,758-36.8% | $169,993-53.3% | $75,163+5.7% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 20.57% | 27.20%-6.6pp | 53.37%-32.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,396 | $4,615-48.1% | $6,785-64.7% | $2,670-10.3% |
| Participant deferral / active EE | $5,487 | $6,837-19.7% | $10,408-47.3% | $4,125+33.0% |
| Admin fee / account holder | $11,007 | $8,173+34.7% | $12,815-14.1% | $5,651+94.8% |