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 | $362,413 | $54,726+562.2% | $68,793+426.8% | $64,186+464.6% |
| Participation rate | 95.7% | 68.0%+27.7pp | 72.2%+23.5pp | 69.6%+26.2pp |
| Annual return | -2.77% | -1.62%-1.2pp | -4.63%+1.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $10,473 | $1,846+467.3% | $2,625+299.0% | $2,381+339.9% |
| Participant deferral / active EE | $11,947 | $2,626+354.9% | $3,311+260.8% | $3,470+244.3% |
| Admin fee / account holder | $8,487 | $4,027+110.8% | $5,131+65.4% | $4,888+73.6% |