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.)
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 | $770,811 | $185,822+314.8% | $169,993+353.4% | $139,434+452.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.21% | 60.50%-53.3pp | 53.37%-46.2pp | 372.94%-365.7pp |
| Employer contribution / active EE | $6,492 | $7,590-14.5% | $6,785-4.3% | $4,751+36.6% |
| Participant deferral / active EE | $11,823 | $11,622+1.7% | $10,408+13.6% | $6,710+76.2% |
| Admin fee / account holder | $45,908 | $15,381+198.5% | $12,815+258.2% | $11,403+302.6% |