Filed June 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $285,921 | $100,326+185.0% | $180,183+58.7% | $84,808+237.1% |
| Participation rate | 90.4% | 71.0%+19.4pp | 77.4%+12.9pp | 68.3%+22.1pp |
| Annual return | 17.99% | 17.86%+0.1pp | 27.86%-9.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,683 | $5,066+130.6% | $6,822+71.2% | $4,212+177.4% |
| Admin fee / account holder | $22,279 | $9,674+130.3% | $19,975+11.5% | $7,344+203.4% |