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.)
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 | $574,250 | $167,483+242.9% | $115,752+396.1% | $147,584+289.1% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 82.8%+11.6pp |
| Annual return | 1.86% | 12.11%-10.3pp | 19.41%-17.5pp | 578.55%-576.7pp |
| Employer contribution / active EE | $8,889 | $4,960+79.2% | $3,492+154.5% | $4,876+82.3% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $73,970 | $13,069+466.0% | $6,278+1078.2% | $10,885+579.5% |