Filed June 7, 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 | $275,764 | $116,462+136.8% | $210,245+31.2% | $116,462+136.8% |
| Participation rate | 96.1% | 74.7%+21.4pp | 81.8%+14.3pp | 74.7%+21.4pp |
| Annual return | 17.92% | 15.65%+2.3pp | -5.56%+23.5pp | 15.65%+2.3pp |
| Employer contribution / active EE | $2,976 | $3,231-7.9% | $5,917-49.7% | $3,231-7.9% |
| Participant deferral / active EE | $6,558 | $3,836+70.9% | $4,757+37.9% | $3,836+70.9% |
| Admin fee / account holder | $5,631 | $12,754-55.8% | $13,533-58.4% | $12,754-55.8% |