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 | $278,934 | $77,899+258.1% | $149,673+86.4% | $75,163+271.1% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | -19.88% | 31.72%-51.6pp | 134.42%-154.3pp | 160.62%-180.5pp |
| Employer contribution / active EE | $5,076 | $3,137+61.8% | $4,818+5.4% | $2,670+90.1% |
| Participant deferral / active EE | $2,970 | $3,411-12.9% | $5,680-47.7% | $4,125-28.0% |
| Admin fee / account holder | $101,745 | $5,956+1608.2% | $13,210+670.2% | $5,651+1700.5% |