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 | $95,803+182.8% | $113,168+139.4% | $84,808+219.5% |
| Participation rate | 98.8% | 72.9%+25.9pp | 76.6%+22.2pp | 68.3%+30.5pp |
| Annual return | 17.20% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $8,998 | $2,360+281.3% | $2,975+202.4% | $2,631+242.0% |
| Participant deferral / active EE | $14,646 | $4,242+245.3% | $5,107+186.8% | $4,212+247.8% |
| Admin fee / account holder | $4,288 | $8,989-52.3% | $12,068-64.5% | $7,344-41.6% |