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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,384 | $74,888+449.3% | $71,209+477.7% | $142,382+188.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 12.81% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $7,537 | $2,854+164.1% | $2,721+177.0% | $4,299+75.3% |
| Participant deferral / active EE | $14,998 | $4,454+236.7% | $4,175+259.2% | $6,507+130.5% |
| Admin fee / account holder | $31,493 | $5,568+465.6% | $5,349+488.8% | $12,624+149.5% |