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 | $481,876 | $159,901+201.4% | $146,958+227.9% | $145,922+230.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $18,601 | $5,286+251.9% | $4,933+277.1% | $4,660+299.2% |
| Participant deferral / active EE | $11,616 | $8,428+37.8% | $8,070+43.9% | $6,688+73.7% |
| Admin fee / account holder | $4,369 | $15,044-71.0% | $12,998-66.4% | $13,397-67.4% |