Filed August 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 | $254,510 | $124,319+104.7% | $111,297+128.7% | $167,490+52.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.78% | 37.44%-28.7pp | 54.65%-45.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $10,240 | $3,435+198.1% | $2,731+274.9% | $4,837+111.7% |
| Participant deferral / active EE | $4,658 | $5,180-10.1% | $4,487+3.8% | $6,341-26.5% |
| Admin fee / account holder | $6,114 | $10,618-42.4% | $7,964-23.2% | $12,309-50.3% |