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 | $289,227 | $65,409+342.2% | $98,442+193.8% | $85,850+236.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.61% | 21.76%-7.1pp | 1492.73%-1478.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $12,371 | $2,168+470.7% | $2,960+318.0% | $2,565+382.3% |
| Participant deferral / active EE | $10,197 | $3,166+222.0% | $4,276+138.5% | $3,952+158.0% |
| Admin fee / account holder | $5,063 | $4,593+10.2% | $5,949-14.9% | $6,260-19.1% |