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 | $431,114 | $105,126+310.1% | $94,646+355.5% | $139,434+209.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 38.03%-19.2pp | 156.71%-137.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $9,552 | $4,106+132.7% | $3,672+160.1% | $4,751+101.1% |
| Participant deferral / active EE | $6,264 | $7,599-17.6% | $7,418-15.6% | $6,710-6.6% |
| Admin fee / account holder | $1,297 | $8,984-85.6% | $7,231-82.1% | $11,403-88.6% |