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 | $296,871 | $60,124+393.8% | $90,404+228.4% | $79,858+271.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.98% | 71.94%-57.0pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $14,935 | $2,068+622.3% | $3,262+357.8% | $2,471+504.4% |
| Participant deferral / active EE | $12,258 | $2,938+317.2% | $3,963+209.3% | $3,740+227.8% |
| Admin fee / account holder | $35,273 | $3,976+787.1% | $5,611+528.7% | $5,306+564.7% |