Filed July 7, 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 | $273,459 | $51,638+429.6% | $68,368+300.0% | $82,448+231.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.82% | 37.53%-22.7pp | 292.57%-277.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $20,432 | $2,047+898.4% | $2,649+671.3% | $2,551+700.9% |
| Participant deferral / active EE | $14,451 | $2,914+396.0% | $4,123+250.5% | $4,139+249.1% |
| Admin fee / account holder | $39,320 | $4,643+746.8% | $5,150+663.5% | $7,234+443.5% |