Filed February 13, 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 | $268,295 | $95,971+179.6% | $74,550+259.9% | $135,375+98.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.98% | 56.96%-60.9pp | 32.53%-36.5pp | 519.73%-523.7pp |
| Employer contribution / active EE | $11,238 | $2,716+313.8% | $1,961+473.1% | $4,779+135.2% |
| Participant deferral / active EE | $5,087 | $3,843+32.3% | $3,108+63.7% | $5,609-9.3% |
| Admin fee / account holder | $50,220 | $6,522+670.0% | $5,060+892.6% | $10,827+363.8% |