Filed March 31, 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 9-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 | $111,684 | $89,753+24.4% | $107,525+3.9% | $84,808+31.7% |
| Participation rate | 98.9% | 68.1%+30.8pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | -12.18% | 29.48%-41.7pp | 181.32%-193.5pp | 40.90%-53.1pp |
| Employer contribution / active EE | $5,689 | $3,113+82.7% | $3,754+51.6% | $2,631+116.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,629 | $7,222-77.4% | $8,919-81.7% | $7,344-77.8% |