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 | $719,784 | $77,899+824.0% | $149,673+380.9% | $75,163+857.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.52% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $38,433 | $3,137+1125.0% | $4,818+697.7% | $2,670+1339.5% |
| Participant deferral / active EE | $6,350 | $3,411+86.2% | $5,680+11.8% | $4,125+53.9% |
| Admin fee / account holder | $12,400 | $5,956+108.2% | $13,210-6.1% | $5,651+119.4% |