Filed March 19, 2014
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 | $634,740 | $76,000+735.2% | $154,107+311.9% | $64,186+888.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.47% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $36,715 | $3,351+995.7% | $5,298+593.1% | $2,381+1442.1% |
| Participant deferral / active EE | $3,534 | $3,175+11.3% | $5,081-30.4% | $3,470+1.9% |
| Admin fee / account holder | $30,342 | $5,596+442.2% | $13,411+126.2% | $4,888+520.7% |