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 | $428,397 | $124,185+245.0% | $108,410+295.2% | $167,490+155.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.58% | 1379.64%-1362.1pp | 905.27%-887.7pp | 478.56%-461.0pp |
| Employer contribution / active EE | $8,362 | $4,187+99.7% | $3,558+135.0% | $4,837+72.9% |
| Participant deferral / active EE | $5,118 | $6,908-25.9% | $6,563-22.0% | $6,341-19.3% |
| Admin fee / account holder | $12,000 | $9,455+26.9% | $7,295+64.5% | $12,309-2.5% |