Filed January 6, 2014 (most recent of 2 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 | $500,866 | $211,958+136.3% | $169,463+195.6% | $135,375+270.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.39% | 3.26%-8.7pp | 1.83%-7.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $12,095 | $5,120+136.2% | $4,159+190.8% | $4,779+153.1% |
| Participant deferral / active EE | $14,400 | $6,075+137.0% | $5,277+172.9% | $5,609+156.7% |
| Admin fee / account holder | $32,105 | $11,471+179.9% | $9,109+252.4% | $10,827+196.5% |