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 | $1,659,653 | $201,272+724.6% | $184,203+801.0% | $145,922+1037.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.62% | 29.00%-7.4pp | 28.81%-7.2pp | 561.29%-539.7pp |
| Employer contribution / active EE | $29,500 | $7,022+320.1% | $6,427+359.0% | $4,660+533.1% |
| Participant deferral / active EE | $18,000 | $9,806+83.6% | $9,131+97.1% | $6,688+169.2% |
| Admin fee / account holder | $7,118 | $16,364-56.5% | $13,901-48.8% | $13,397-46.9% |