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 | $99,633+187.0% | $183,328+56.0% | $82,448+246.8% |
| Participation rate | 90.4% | 70.8%+19.6pp | 77.3%+13.0pp | 68.1%+22.3pp |
| Annual return | 17.99% | 17.84%+0.1pp | 29.67%-11.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,683 | $4,938+136.6% | $6,795+71.9% | $4,139+182.2% |
| Admin fee / account holder | $22,279 | $9,934+124.3% | $21,427+4.0% | $7,234+208.0% |