Filed June 26, 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,785 | $133,958+120.8% | $112,228+163.6% | $134,475+120.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.57% | 47.11%-44.5pp | 27.45%-24.9pp | 417.96%-415.4pp |
| Employer contribution / active EE | $20,945 | $4,038+418.7% | $3,635+476.3% | $4,740+341.9% |
| Participant deferral / active EE | $9,529 | $5,291+80.1% | $4,728+101.5% | $6,400+48.9% |
| Admin fee / account holder | $17,814 | $7,489+137.9% | $6,410+177.9% | $11,426+55.9% |