Filed August 9, 2013 (most recent of 3 filings on file)
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 | $628,074 | $163,687+283.7% | $108,745+477.6% | $273,961+129.3% |
| Participation rate | 94.4% | 82.3%+12.1pp | 77.7%+16.8pp | 83.0%+11.4pp |
| Annual return | 12.74% | 31.16%-18.4pp | 46.22%-33.5pp | 41.45%-28.7pp |
| Employer contribution / active EE | $8,333 | $4,711+76.9% | $3,323+150.8% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24,209 | $12,890+87.8% | $6,144+294.0% | $10,132+138.9% |