Filed May 21, 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 | $1,098,567 | $214,378+412.4% | $200,582+447.7% | $142,382+671.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.25% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $51,686 | $6,841+655.5% | $6,419+705.2% | $4,299+1102.2% |
| Participant deferral / active EE | $59,884 | $9,865+507.1% | $9,331+541.8% | $6,507+820.3% |
| Admin fee / account holder | $844,082 | $17,692+4671.0% | $16,305+5077.0% | $12,624+6586.5% |