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 | $570,375 | $60,124+848.7% | $90,404+530.9% | $79,858+614.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.99% | 71.94%-56.0pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $17,703 | $2,068+756.1% | $3,262+442.7% | $2,471+616.5% |
| Participant deferral / active EE | $10,531 | $2,938+258.4% | $3,963+165.7% | $3,740+181.6% |
| Admin fee / account holder | $12,328 | $3,976+210.0% | $5,611+119.7% | $5,306+132.3% |