Filed May 15, 2013
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 | $254,620 | $54,350+368.5% | $82,719+207.8% | $68,494+271.7% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.1pp | 67.9%+29.8pp |
| Annual return | -19.73% | -13.67%-6.1pp | 701.18%-720.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $16,924 | $2,218+663.0% | $3,009+462.5% | $2,596+551.9% |
| Participant deferral / active EE | $8,089 | $3,246+149.2% | $4,395+84.1% | $4,027+100.9% |
| Admin fee / account holder | $3,953 | $4,395-10.1% | $5,329-25.8% | $5,403-26.8% |