Filed November 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,228 | $197,591+86.4% | $177,821+107.1% | $158,922+131.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.54% | 58.76%-54.2pp | 48.32%-43.8pp | 302.83%-298.3pp |
| Employer contribution / active EE | $16,898 | $6,697+152.3% | $5,918+185.5% | $4,761+254.9% |
| Participant deferral / active EE | $1,190 | $8,405-85.8% | $7,714-84.6% | $5,982-80.1% |
| Admin fee / account holder | $504 | $15,399-96.7% | $12,427-95.9% | $11,246-95.5% |