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 | $2,057,494 | $214,378+859.8% | $200,582+925.8% | $142,382+1345.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.96% | 46.41%-24.4pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $58,733 | $6,841+758.5% | $6,419+815.0% | $4,299+1266.2% |
| Participant deferral / active EE | $41,500 | $9,865+320.7% | $9,331+344.7% | $6,507+537.8% |
| Admin fee / account holder | $8,632 | $17,692-51.2% | $16,305-47.1% | $12,624-31.6% |