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 | $363,099 | $115,882+213.3% | $100,516+261.2% | $158,922+128.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.22% | 34.79%-20.6pp | 30.89%-16.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $10,044 | $4,103+144.8% | $3,418+193.9% | $4,761+111.0% |
| Participant deferral / active EE | $5,058 | $6,674-24.2% | $6,270-19.3% | $5,982-15.5% |
| Admin fee / account holder | $1,180 | $10,995-89.3% | $8,081-85.4% | $11,246-89.5% |