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 | $445,538 | $112,881+294.7% | $90,951+389.9% | $158,922+180.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.55% | 215.79%-201.2pp | 134.60%-120.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,958 | $2,893+36.8% | $2,122+86.5% | $4,761-16.9% |
| Participant deferral / active EE | $65,340 | $4,128+1483.0% | $3,373+1837.2% | $5,982+992.2% |
| Admin fee / account holder | $31,842 | $8,041+296.0% | $5,959+434.4% | $11,246+183.1% |