Filed February 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 | $779,316 | $183,963+323.6% | $162,163+380.6% | $152,861+409.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.07% | 150.76%-126.7pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $28,333 | $6,371+344.7% | $5,614+404.7% | $4,762+495.0% |
| Participant deferral / active EE | $18,333 | $8,034+128.2% | $7,298+151.2% | $5,850+213.4% |
| Admin fee / account holder | $159,217 | $13,121+1113.4% | $10,843+1368.4% | $11,596+1273.0% |