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 | $667,888 | $197,591+238.0% | $177,821+275.6% | $158,922+320.3% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 8.87% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $6,558 | $6,697-2.1% | $5,918+10.8% | $4,761+37.7% |
| Participant deferral / active EE | $11,971 | $8,405+42.4% | $7,714+55.2% | $5,982+100.1% |
| Admin fee / account holder | $77,730 | $15,399+404.8% | $12,427+525.5% | $11,246+591.2% |