Filed January 1, 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 | $255,859 | $98,750+159.1% | $149,696+70.9% | $79,858+220.4% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 16.35% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,245 | $3,216+125.2% | $4,644+56.0% | $2,471+193.2% |
| Participant deferral / active EE | $7,498 | $5,680+32.0% | $6,842+9.6% | $3,740+100.5% |
| Admin fee / account holder | $24,903 | $6,053+311.5% | $9,309+167.5% | $5,306+369.3% |