Filed September 5, 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 | $611,532 | $183,963+232.4% | $162,163+277.1% | $152,861+300.1% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.4%+13.2pp |
| Annual return | 16.99% | 150.76%-133.8pp | 115.59%-98.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $5,901 | $6,371-7.4% | $5,614+5.1% | $4,762+23.9% |
| Participant deferral / active EE | $11,490 | $8,034+43.0% | $7,298+57.4% | $5,850+96.4% |
| Admin fee / account holder | $7,483 | $13,121-43.0% | $10,843-31.0% | $11,596-35.5% |