Filed November 10, 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 | $272,055 | $83,477+225.9% | $125,175+117.3% | $72,985+272.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.83% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $5,528 | $2,345+135.7% | $3,865+43.0% | $2,440+126.6% |
| Participant deferral / active EE | $9,607 | $3,585+168.0% | $4,937+94.6% | $3,607+166.3% |
| Admin fee / account holder | $1,496 | $5,517-72.9% | $9,702-84.6% | $5,124-70.8% |