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 | $265,435 | $91,552+189.9% | $133,956+98.2% | $79,858+232.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.5pp |
| Annual return | 28.11% | 61.85%-33.7pp | 45.09%-17.0pp | 31.71%-3.6pp |
| Employer contribution / active EE | $4,697 | $2,384+97.1% | $3,919+19.9% | $2,471+90.1% |
| Participant deferral / active EE | $8,523 | $3,733+128.3% | $5,048+68.9% | $3,740+127.9% |
| Admin fee / account holder | $17,480 | $6,321+176.5% | $8,927+95.8% | $5,306+229.4% |