Filed January 24, 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 | $481,869 | $77,523+521.6% | $100,383+380.0% | $80,874+495.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.28% | 37.21%-21.9pp | 49.26%-34.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $13,316 | $2,801+375.3% | $3,944+237.6% | $2,756+383.2% |
| Participant deferral / active EE | $15,149 | $6,822+122.1% | $8,086+87.4% | $4,297+252.6% |
| Admin fee / account holder | $54,032 | $5,899+816.0% | $7,900+584.0% | $6,935+679.1% |