Filed July 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 | $321,650 | $87,841+266.2% | $133,980+140.1% | $62,891+411.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.98% | 12.05%-2.1pp | 29.30%-19.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $11,563 | $3,483+232.0% | $5,211+121.9% | $2,281+406.9% |
| Participant deferral / active EE | $17,474 | $4,812+263.1% | $6,282+178.2% | $3,203+445.6% |
| Admin fee / account holder | $3,965 | $5,371-26.2% | $9,324-57.5% | $4,296-7.7% |