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 | $370,875 | $95,862+286.9% | $79,550+366.2% | $134,475+175.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.68% | -2.69%-12.0pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $13,861 | $3,128+343.1% | $2,413+474.4% | $4,740+192.5% |
| Participant deferral / active EE | $6,457 | $4,693+37.6% | $3,985+62.0% | $6,400+0.9% |
| Admin fee / account holder | $23,988 | $9,126+162.8% | $6,832+251.1% | $11,426+109.9% |