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 | $478,999 | $54,762+774.7% | $90,281+430.6% | $72,985+556.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.50% | 30.63%-11.1pp | 78.10%-58.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $17,140 | $2,092+719.1% | $2,854+500.5% | $2,440+602.5% |
| Participant deferral / active EE | $10,338 | $2,887+258.1% | $3,885+166.1% | $3,607+186.6% |
| Admin fee / account holder | $19,040 | $3,972+379.3% | $5,351+255.8% | $5,124+271.6% |