Filed October 25, 2013
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 | $634,445 | $176,056+260.4% | $159,436+297.9% | $167,490+278.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.91% | 331.75%-312.8pp | 263.57%-244.7pp | 478.56%-459.6pp |
| Employer contribution / active EE | $10,211 | $5,297+92.8% | $4,829+111.4% | $4,837+111.1% |
| Participant deferral / active EE | $9,609 | $7,750+24.0% | $7,352+30.7% | $6,341+51.5% |
| Admin fee / account holder | $8,971 | $12,554-28.5% | $10,799-16.9% | $12,309-27.1% |