Filed July 30, 2014 (most recent of 2 filings on file)
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 | $397,609 | $57,065+596.8% | $75,670+425.5% | $70,131+467.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.78% | 23.57%-7.8pp | 27.34%-11.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $10,714 | $1,817+489.8% | $2,352+355.6% | $2,342+357.4% |
| Participant deferral / active EE | $12,175 | $2,580+371.9% | $3,142+287.5% | $3,332+265.4% |
| Admin fee / account holder | $900 | $3,825-76.5% | $5,800-84.5% | $4,645-80.6% |