Filed December 9, 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 | $881,920 | $63,346+1292.2% | $92,233+856.2% | $70,131+1157.5% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 53.41% | 530.12%-476.7pp | 176.28%-122.9pp | 73.14%-19.7pp |
| Employer contribution / active EE | $46,526 | $2,471+1782.8% | $3,679+1164.5% | $2,342+1886.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,044 | $3,840+317.8% | $5,194+208.9% | $4,645+245.4% |