Filed February 13, 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 | $270,942 | $95,453+183.8% | $112,040+141.8% | $82,448+228.6% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.5%+22.3pp | 68.1%+30.7pp |
| Annual return | 17.20% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $8,998 | $2,318+288.2% | $2,954+204.6% | $2,551+252.7% |
| Participant deferral / active EE | $14,646 | $4,224+246.8% | $5,098+187.3% | $4,139+253.8% |
| Admin fee / account holder | $4,288 | $9,013-52.4% | $12,098-64.6% | $7,234-40.7% |