Filed October 28, 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 | $323,339 | $106,515+203.6% | $96,683+234.4% | $139,434+131.9% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 17.29% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $22,502 | $4,103+448.5% | $3,737+502.2% | $4,751+373.6% |
| Participant deferral / active EE | $5,946 | $5,454+9.0% | $4,878+21.9% | $6,710-11.4% |
| Admin fee / account holder | $4,039 | $7,877-48.7% | $6,730-40.0% | $11,403-64.6% |