Filed October 24, 2013 (most recent of 2 filings on file)
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 | $298,475 | $106,584+180.0% | $101,326+194.6% | $142,382+109.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 412.70% | 36.93%+375.8pp | 36.82%+375.9pp | 217.08%+195.6pp |
| Employer contribution / active EE | $18,781 | $3,956+374.8% | $3,665+412.4% | $4,299+336.9% |
| Participant deferral / active EE | $11,621 | $8,297+40.1% | $7,994+45.4% | $6,507+78.6% |
| Admin fee / account holder | $194,100 | $11,446+1595.8% | $11,185+1635.4% | $12,624+1437.6% |