Filed January 17, 2014 (most recent of 4 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 | $290,972 | $49,177+491.7% | $79,464+266.2% | $64,186+353.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.13% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $15,479 | $2,076+645.5% | $2,800+452.7% | $2,381+550.1% |
| Participant deferral / active EE | $12,626 | $2,821+347.5% | $3,704+240.9% | $3,470+263.9% |
| Admin fee / account holder | $23,689 | $3,839+517.1% | $5,113+363.3% | $4,888+384.6% |