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 | $252,372 | $81,900+208.1% | $119,609+111.0% | $68,494+268.5% |
| Participation rate | 78.4% | 71.9%+6.5pp | 79.3%-0.9pp | 67.9%+10.5pp |
| Annual return | -14.77% | -23.82%+9.0pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,710 | $2,693+74.9% | $4,232+11.3% | $2,596+81.4% |
| Participant deferral / active EE | $8,000 | $4,148+92.9% | $5,602+42.8% | $4,027+98.6% |
| Admin fee / account holder | $36,804 | $6,582+459.2% | $10,323+256.5% | $5,403+581.2% |