Filed December 27, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,214 | $93,571+176.0% | $135,903+90.0% | $75,163+243.5% |
| Participation rate | 96.5% | 75.2%+21.3pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 24.16% | 30.90%-6.7pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $6,019 | $3,537+70.2% | $4,856+24.0% | $2,670+125.5% |
| Participant deferral / active EE | $13,546 | $6,404+111.5% | $7,758+74.6% | $4,125+228.4% |
| Admin fee / account holder | $2,369 | $6,975-66.0% | $10,762-78.0% | $5,651-58.1% |