Filed October 30, 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 | $670,702 | $109,817+510.7% | $98,442+581.3% | $167,490+300.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.40% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $24,940 | $3,224+673.6% | $2,960+742.6% | $4,837+415.6% |
| Participant deferral / active EE | $18,791 | $4,673+302.1% | $4,276+339.4% | $6,341+196.3% |
| Admin fee / account holder | $839 | $6,753-87.6% | $5,949-85.9% | $12,309-93.2% |