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 | $533,732 | $159,602+234.4% | $150,045+255.7% | $142,382+274.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.95% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $17,488 | $4,961+252.5% | $4,693+272.6% | $4,299+306.8% |
| Participant deferral / active EE | $13,216 | $8,310+59.0% | $7,997+65.3% | $6,507+103.1% |
| Admin fee / account holder | $77,242 | $14,846+420.3% | $13,435+474.9% | $12,624+511.9% |