Filed January 22, 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 | $386,624 | $146,267+164.3% | $197,124+96.1% | $82,448+368.9% |
| Participation rate | 88.6% | 84.0%+4.6pp | 86.7%+1.9pp | 68.1%+20.6pp |
| Annual return | 17.93% | 29.61%-11.7pp | 44.34%-26.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $11,300 | $4,723+139.2% | $6,227+81.5% | $2,551+343.0% |
| Participant deferral / active EE | $12,441 | $7,035+76.9% | $9,135+36.2% | $4,139+200.6% |
| Admin fee / account holder | $5,416 | $14,422-62.4% | $16,298-66.8% | $7,234-25.1% |