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 | $255,034 | $52,681+384.1% | $75,781+236.5% | $59,632+327.7% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.4pp |
| Annual return | 1.97% | 2.95%-1.0pp | 9.68%-7.7pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,994 | $2,193-9.1% | $3,323-40.0% | $2,203-9.5% |
| Participant deferral / active EE | $4,881 | $2,591+88.4% | $3,651+33.7% | $3,192+52.9% |
| Admin fee / account holder | $10,929 | $3,610+202.8% | $5,299+106.2% | $4,297+154.3% |