Filed May 15, 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 9-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 | $330,049 | $73,933+346.4% | $96,683+241.4% | $75,163+339.1% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 25.83% | 26.70%-0.9pp | 35.69%-9.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $3,402 | $2,928+16.2% | $3,737-9.0% | $2,670+27.4% |
| Participant deferral / active EE | $8,168 | $3,659+123.2% | $4,878+67.4% | $4,125+98.0% |
| Admin fee / account holder | $18,371 | $5,216+252.2% | $6,730+173.0% | $5,651+225.1% |