Filed January 9, 2016
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 | $103,198 | $78,483+31.5% | $106,201-2.8% | $74,546+38.4% |
| Participation rate | 88.2% | 72.8%+15.4pp | 75.3%+12.9pp | 67.2%+21.0pp |
| Annual return | 12.72% | 15.94%-3.2pp | 116.26%-103.5pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $3,382 | $2,522+34.1% | $3,170+6.7% | $2,624+28.9% |
| Participant deferral / active EE | $4,168 | $4,320-3.5% | $5,012-16.8% | $4,347-4.1% |
| Admin fee / account holder | $17,034 | $2,236+662.0% | $11,039+54.3% | $1,944+776.5% |