Filed November 27, 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 | $423,421 | $209,832+101.8% | $189,513+123.4% | $167,490+152.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.51% | 748.27%-738.8pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $4,687 | $6,914-32.2% | $6,162-23.9% | $4,837-3.1% |
| Participant deferral / active EE | $8,179 | $8,935-8.5% | $8,221-0.5% | $6,341+29.0% |
| Admin fee / account holder | $2,827 | $14,293-80.2% | $12,045-76.5% | $12,309-77.0% |