Filed June 27, 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 | $288,664 | $77,503+272.5% | $100,391+187.5% | $80,856+257.0% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.6%+29.3pp |
| Annual return | 15.78% | 37.20%-21.4pp | 49.20%-33.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,972 | $2,801+184.6% | $3,942+102.2% | $2,755+189.4% |
| Participant deferral / active EE | $6,370 | $6,820-6.6% | $8,082-21.2% | $4,296+48.3% |
| Admin fee / account holder | $9,013 | $5,897+52.8% | $7,899+14.1% | $6,918+30.3% |