Filed August 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 | $505,372 | $77,634+551.0% | $156,549+222.8% | $62,891+703.6% |
| Participation rate | 93.4% | 71.2%+22.2pp | 84.0%+9.4pp | 69.3%+24.1pp |
| Annual return | 14.19% | 50.32%-36.1pp | 32.23%-18.0pp | 20.14%-6.0pp |
| Employer contribution / active EE | $9,371 | $3,444+172.1% | $5,501+70.3% | $2,281+310.8% |
| Participant deferral / active EE | $11,259 | $3,045+269.7% | $4,871+131.1% | $3,203+251.5% |
| Admin fee / account holder | $2,897 | $5,561-47.9% | $13,027-77.8% | $4,296-32.6% |