Filed June 2, 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 | $99,874 | $78,705+26.9% | $117,854-15.3% | $70,131+42.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.99% | 23.30%-3.3pp | 335.08%-315.1pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,575 | $2,223+15.8% | $3,786-32.0% | $2,342+9.9% |
| Participant deferral / active EE | $5,276 | $3,297+60.0% | $4,482+17.7% | $3,332+58.3% |
| Admin fee / account holder | $690 | $5,065-86.4% | $8,020-91.4% | $4,645-85.2% |