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 | $493,946 | $63,764+674.6% | $81,930+502.9% | $79,858+518.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 11.82% | 22.66%-10.8pp | 29.49%-17.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $9,808 | $1,795+446.3% | $4,310+127.6% | $2,471+296.9% |
| Participant deferral / active EE | $11,564 | $2,780+315.9% | $7,107+62.7% | $3,740+209.2% |
| Admin fee / account holder | $13,296 | $4,426+200.4% | $5,158+157.8% | $5,306+150.6% |