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 | $308,362 | $102,317+201.4% | $146,958+109.8% | $80,856+281.4% |
| Participation rate | 91.4% | 75.8%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 19.89% | 134.76%-114.9pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $6,008 | $3,713+61.8% | $4,933+21.8% | $2,755+118.1% |
| Participant deferral / active EE | $13,511 | $6,644+103.4% | $8,070+67.4% | $4,296+214.5% |
| Admin fee / account holder | $15,826 | $7,941+99.3% | $12,998+21.8% | $6,918+128.8% |