Filed June 26, 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 | $429,941 | $102,966+317.6% | $90,281+376.2% | $152,861+181.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.10% | 95.16%-91.1pp | 78.10%-74.0pp | 345.32%-341.2pp |
| Employer contribution / active EE | $18,529 | $3,139+490.3% | $2,854+549.1% | $4,762+289.1% |
| Participant deferral / active EE | $3,019 | $4,281-29.5% | $3,885-22.3% | $5,850-48.4% |
| Admin fee / account holder | $6,094 | $6,171-1.2% | $5,351+13.9% | $11,596-47.5% |