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 | $334,597 | $54,705+511.6% | $71,209+369.9% | $84,808+294.5% |
| Participation rate | 90.0% | 64.1%+25.9pp | 73.8%+16.2pp | 68.3%+21.7pp |
| Annual return | 14.05% | 35.90%-21.8pp | 282.51%-268.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $13,763 | $2,158+537.8% | $2,721+405.8% | $2,631+423.1% |
| Participant deferral / active EE | $12,368 | $3,030+308.1% | $4,175+196.2% | $4,212+193.7% |
| Admin fee / account holder | $12,737 | $4,863+161.9% | $5,349+138.1% | $7,344+73.4% |