Filed February 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,753 | $85,202+215.4% | $172,739+55.6% | $72,985+268.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.63% | 27.32%-21.7pp | 802.84%-797.2pp | 81.00%-75.4pp |
| Employer contribution / active EE | $11,477 | $3,324+245.2% | $5,143+123.2% | $2,440+370.4% |
| Participant deferral / active EE | $2,362 | $3,260-27.5% | $5,198-54.5% | $3,607-34.5% |
| Admin fee / account holder | $1,616 | $5,884-72.5% | $13,954-88.4% | $5,124-68.5% |