Filed September 11, 2014
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 6-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 | $111,619 | $129,240-13.6% | $60,874+83.4% | - |
| Participation rate | 93.9% | 75.5%+18.4pp | 73.1%+20.8pp | - |
| Annual return | -11.83% | -10.30%-1.5pp | 16.90%-28.7pp | - |
| Employer contribution / active EE | $5,406 | $2,503+115.9% | $2,701+100.1% | - |
| Participant deferral / active EE | $4,862 | $3,755+29.5% | $3,817+27.4% | - |
| Admin fee / account holder | $6,311 | $9,426-33.0% | $3,224+95.7% | - |