Filed December 2, 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 | $295,318 | $109,881+168.8% | $150,045+96.8% | $84,808+248.2% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,006 | $3,561-15.6% | $4,693-36.0% | $2,631+14.2% |
| Participant deferral / active EE | $12,549 | $6,636+89.1% | $7,997+56.9% | $4,212+198.0% |
| Admin fee / account holder | $1,410 | $8,568-83.5% | $13,435-89.5% | $7,344-80.8% |