Filed September 15, 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 | $44,464 | $98,750-55.0% | $149,696-70.3% | $79,858-44.3% |
| Participation rate | 92.1% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.5pp |
| Annual return | 22.81% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $4,826 | $3,216+50.0% | $4,644+3.9% | $2,471+95.3% |
| Participant deferral / active EE | $6,810 | $5,680+19.9% | $6,842-0.5% | $3,740+82.1% |
| Admin fee / account holder | $1,314 | $6,053-78.3% | $9,309-85.9% | $5,306-75.2% |