Filed November 13, 2019
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 7-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 | $191,898 | $73,638+160.6% | $95,952+100.0% | $73,488+161.1% |
| Participation rate | 99.0% | 76.2%+22.8pp | 77.1%+21.9pp | 70.7%+28.3pp |
| Annual return | 172.70% | 16.78%+155.9pp | 91.61%+81.1pp | 28.51%+144.2pp |
| Employer contribution / active EE | $14,125 | $1,863+658.1% | $2,541+455.9% | $2,270+522.2% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,664 | $482+245.1% | $6,795-75.5% | $513+224.2% |