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 | $318,724 | $148,978+113.9% | $200,582+58.9% | $84,808+275.8% |
| Participation rate | 98.4% | 84.2%+14.1pp | 86.9%+11.5pp | 68.3%+30.0pp |
| Annual return | 20.33% | 28.16%-7.8pp | 42.33%-22.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $11,140 | $4,815+131.4% | $6,419+73.5% | $2,631+323.4% |
| Participant deferral / active EE | $7,278 | $7,142+1.9% | $9,331-22.0% | $4,212+72.8% |
| Admin fee / account holder | $6,051 | $13,977-56.7% | $16,305-62.9% | $7,344-17.6% |