Filed May 14, 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 | $345,953 | $51,638+570.0% | $68,368+406.0% | $82,448+319.6% |
| Participation rate | 98.4% | 63.6%+34.8pp | 73.8%+24.7pp | 68.1%+30.4pp |
| Annual return | 20.86% | 37.53%-16.7pp | 292.57%-271.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $8,870 | $2,047+333.4% | $2,649+234.8% | $2,551+247.7% |
| Participant deferral / active EE | $10,944 | $2,914+275.6% | $4,123+165.5% | $4,139+164.4% |
| Admin fee / account holder | $3,685 | $4,643-20.6% | $5,150-28.4% | $7,234-49.1% |