Filed November 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,321 | $72,071+254.3% | $68,368+273.5% | $137,256+86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.31% | 353.14%-334.8pp | 292.57%-274.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $30,084 | $2,788+979.1% | $2,649+1035.7% | $4,156+623.9% |
| Participant deferral / active EE | $14,445 | $4,410+227.6% | $4,123+250.4% | $6,407+125.5% |
| Admin fee / account holder | $30,895 | $5,336+479.0% | $5,150+499.9% | $12,270+151.8% |