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 | $1,338,625 | $185,822+620.4% | $169,993+687.5% | $139,434+860.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.74% | 60.50%-34.8pp | 53.37%-27.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $22,711 | $7,590+199.2% | $6,785+234.7% | $4,751+378.0% |
| Participant deferral / active EE | $18,000 | $11,622+54.9% | $10,408+73.0% | $6,710+168.2% |
| Admin fee / account holder | $5,500 | $15,381-64.2% | $12,815-57.1% | $11,403-51.8% |