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 | $287,008 | $138,347+107.5% | $184,203+55.8% | $80,856+255.0% |
| Participation rate | 96.4% | 83.9%+12.5pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 12.28% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,831 | $4,850-41.6% | $6,427-56.0% | $2,755+2.8% |
| Participant deferral / active EE | $7,047 | $7,071-0.3% | $9,131-22.8% | $4,296+64.0% |
| Admin fee / account holder | $13,574 | $10,483+29.5% | $13,901-2.4% | $6,918+96.2% |