Filed April 11, 2013 (most recent of 2 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 | $453,098 | $69,010+556.6% | $159,960+183.3% | $68,494+561.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -23.28% | -9.65%-13.6pp | 408.60%-431.9pp | -7.84%-15.4pp |
| Employer contribution / active EE | $6,836 | $2,213+208.8% | $4,226+61.8% | $2,596+163.3% |
| Participant deferral / active EE | $18,264 | $4,212+333.6% | $6,182+195.4% | $4,027+353.5% |
| Admin fee / account holder | $28,765 | $4,798+499.5% | $8,698+230.7% | $5,403+432.4% |