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 | $561,237 | $84,233+566.3% | $170,442+229.3% | $70,131+700.3% |
| Participation rate | 93.7% | 70.8%+22.8pp | 83.6%+10.1pp | 69.5%+24.1pp |
| Annual return | 17.25% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $17,511 | $3,387+417.0% | $5,433+222.3% | $2,342+647.6% |
| Participant deferral / active EE | $11,467 | $3,086+271.6% | $4,939+132.2% | $3,332+244.2% |
| Admin fee / account holder | $18,946 | $5,698+232.5% | $13,880+36.5% | $4,645+307.8% |