Filed August 25, 2015 (most recent of 5 filings on file)
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 | $61,337 | $94,529-35.1% | $140,016-56.2% | $64,186-4.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.65% | 7.77%-13.4pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,752 | $3,812-1.6% | $5,606-33.1% | $2,381+57.6% |
| Participant deferral / active EE | $5,012 | $5,250-4.5% | $6,927-27.7% | $3,470+44.4% |
| Admin fee / account holder | $4,732 | $6,741-29.8% | $10,705-55.8% | $4,888-3.2% |