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 | $684,208 | $91,190+650.3% | $178,490+283.3% | $79,858+756.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.60% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $5,849 | $3,256+79.6% | $5,011+16.7% | $2,471+136.7% |
| Participant deferral / active EE | $4,173 | $3,236+29.0% | $5,202-19.8% | $3,740+11.6% |
| Admin fee / account holder | $4,777 | $6,751-29.2% | $13,984-65.8% | $5,306-10.0% |