Filed May 29, 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 | $56,249 | $109,359-48.6% | $162,163-65.3% | $72,985-22.9% |
| Participation rate | 98.8% | 84.3%+14.5pp | 87.6%+11.2pp | 69.5%+29.3pp |
| Annual return | 22.29% | 25.46%-3.2pp | 115.59%-93.3pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,821 | $3,907-53.4% | $5,614-67.6% | $2,440-25.4% |
| Participant deferral / active EE | $7,174 | $5,481+30.9% | $7,298-1.7% | $3,607+98.9% |
| Admin fee / account holder | $3,721 | $7,972-53.3% | $10,843-65.7% | $5,124-27.4% |