Filed December 23, 2013 (most recent of 6 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 | $268,917 | $135,952+97.8% | $123,892+117.1% | $273,961-1.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.78% | 56.63%-47.9pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $12,314 | $5,170+138.2% | $4,617+166.7% | $4,869+152.9% |
| Participant deferral / active EE | $8,490 | $6,343+33.9% | $5,984+41.9% | $5,287+60.6% |
| Admin fee / account holder | $54,170 | $9,817+451.8% | $8,357+548.2% | $10,132+434.6% |