Filed November 29, 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 | $266,359 | $148,978+78.8% | $200,582+32.8% | $84,808+214.1% |
| Participation rate | 89.8% | 84.2%+5.6pp | 86.9%+2.9pp | 68.3%+21.5pp |
| Annual return | 14.49% | 28.16%-13.7pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,745 | $4,815-1.5% | $6,419-26.1% | $2,631+80.3% |
| Participant deferral / active EE | $7,835 | $7,142+9.7% | $9,331-16.0% | $4,212+86.0% |
| Admin fee / account holder | $14,458 | $13,977+3.4% | $16,305-11.3% | $7,344+96.9% |