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 | $500,714 | $106,584+369.8% | $101,326+394.2% | $142,382+251.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.01% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $10,363 | $3,956+162.0% | $3,665+182.7% | $4,299+141.0% |
| Participant deferral / active EE | $6,852 | $8,297-17.4% | $7,994-14.3% | $6,507+5.3% |
| Admin fee / account holder | $78,817 | $11,446+588.6% | $11,185+604.7% | $12,624+524.4% |