Filed June 27, 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 | $359,826 | $109,817+227.7% | $98,442+265.5% | $167,490+114.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.31% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $9,910 | $3,224+207.4% | $2,960+234.8% | $4,837+104.9% |
| Participant deferral / active EE | $14,072 | $4,673+201.1% | $4,276+229.1% | $6,341+121.9% |
| Admin fee / account holder | $1,755 | $6,753-74.0% | $5,949-70.5% | $12,309-85.7% |