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 | $169,032+70.2% | $129,207+122.6% | $145,922+97.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.68% | 14330.11%-14316.4pp | 9417.33%-9403.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,056 | $5,537-26.7% | $4,153-2.3% | $4,660-13.0% |
| Participant deferral / active EE | $7,807 | $4,987+56.5% | $4,168+87.3% | $6,688+16.7% |
| Admin fee / account holder | $18,719 | $9,954+88.1% | $7,715+142.6% | $13,397+39.7% |