Filed November 10, 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 | $310,632 | $72,277+329.8% | $101,248+206.8% | $79,858+289.0% |
| Participation rate | 98.3% | 68.5%+29.8pp | 75.8%+22.5pp | 69.6%+28.7pp |
| Annual return | 30.45% | 22.30%+8.1pp | 46.47%-16.0pp | 31.71%-1.3pp |
| Employer contribution / active EE | $5,498 | $2,692+104.3% | $3,660+50.3% | $2,471+122.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,603 | $4,400+141.0% | $5,945+78.3% | $5,306+99.8% |