Filed June 25, 2014 (most recent of 2 filings on file)
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 | $287,615 | $169,161+70.0% | $129,295+122.4% | $145,959+97.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.68% | 14348.07%-14334.4pp | 9429.28%-9415.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $4,056 | $5,543-26.8% | $4,157-2.4% | $4,661-13.0% |
| Participant deferral / active EE | $7,807 | $4,989+56.5% | $4,169+87.3% | $6,689+16.7% |
| Admin fee / account holder | $18,719 | $9,878+89.5% | $7,665+144.2% | $13,398+39.7% |