Filed May 30, 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 | $326,921 | $48,076+580.0% | $78,689+315.5% | $62,891+419.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.95% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $15,708 | $2,015+679.7% | $2,851+451.0% | $2,281+588.7% |
| Participant deferral / active EE | $8,529 | $2,588+229.6% | $3,517+142.5% | $3,203+166.3% |
| Admin fee / account holder | $14,670 | $3,207+357.4% | $4,510+225.2% | $4,296+241.5% |