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 | $54,705+532.4% | $71,209+385.8% | $84,808+307.9% |
| Participation rate | 98.4% | 64.1%+34.4pp | 73.8%+24.7pp | 68.3%+30.1pp |
| Annual return | 20.86% | 35.90%-15.0pp | 282.51%-261.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $8,870 | $2,158+311.0% | $2,721+226.0% | $2,631+237.1% |
| Participant deferral / active EE | $10,944 | $3,030+261.2% | $4,175+162.1% | $4,212+159.9% |
| Admin fee / account holder | $3,685 | $4,863-24.2% | $5,349-31.1% | $7,344-49.8% |