Filed January 23, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,546 | $43,327+90.5% | $59,878+37.9% | $64,186+28.6% |
| Participation rate | 72.5% | 69.2%+3.4pp | 74.7%-2.2pp | 69.6%+3.0pp |
| Annual return | -7.02% | -1.55%-5.5pp | 3.46%-10.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,910 | $2,028+92.7% | $2,722+43.6% | $2,381+64.2% |
| Participant deferral / active EE | $6,209 | $2,546+143.9% | $3,402+82.5% | $3,470+79.0% |
| Admin fee / account holder | $1,347 | $3,005-55.2% | $3,590-62.5% | $4,888-72.4% |