Filed March 14, 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 | $272,260 | $125,758+116.5% | $169,993+60.2% | $75,163+262.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.54% | 27.20%-10.7pp | 53.37%-36.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $7,951 | $4,615+72.3% | $6,785+17.2% | $2,670+197.8% |
| Participant deferral / active EE | $7,840 | $6,837+14.7% | $10,408-24.7% | $4,125+90.1% |
| Admin fee / account holder | $18,189 | $8,173+122.5% | $12,815+41.9% | $5,651+221.9% |