Filed September 30, 2013
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.)
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 | $80,756 | $105,181-23.2% | $159,436-49.3% | $85,850-5.9% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.4pp |
| Annual return | 16.19% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $4,443 | $3,318+33.9% | $4,829-8.0% | $2,565+73.2% |
| Participant deferral / active EE | $2,194 | $5,945-63.1% | $7,352-70.2% | $3,952-44.5% |
| Admin fee / account holder | $12,031 | $6,933+73.5% | $10,799+11.4% | $6,260+92.2% |