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 | $313,526 | $138,044+127.1% | $125,339+150.1% | $134,475+133.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.59% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $13,876 | $5,243+164.6% | $4,814+188.3% | $4,740+192.8% |
| Participant deferral / active EE | $10,232 | $7,799+31.2% | $7,446+37.4% | $6,400+59.9% |
| Admin fee / account holder | $2,574 | $11,571-77.8% | $10,010-74.3% | $11,426-77.5% |