Filed February 13, 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 | $305,694 | $107,934+183.2% | $91,989+232.3% | $152,861+100.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.06% | 89.24%-66.2pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $8,155 | $4,210+93.7% | $3,452+136.3% | $4,762+71.2% |
| Participant deferral / active EE | $5,145 | $6,364-19.2% | $5,923-13.1% | $5,850-12.1% |
| Admin fee / account holder | $13,051 | $10,520+24.1% | $7,743+68.6% | $11,596+12.5% |