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 | $252,370 | $63,346+298.4% | $92,233+173.6% | $70,131+259.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.71% | 530.12%-509.4pp | 176.28%-155.6pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,680 | $2,471+8.4% | $3,679-27.2% | $2,342+14.4% |
| Participant deferral / active EE | $5,917 | $2,854+107.3% | $3,897+51.8% | $3,332+77.6% |
| Admin fee / account holder | $70,598 | $3,840+1738.4% | $5,194+1259.4% | $4,645+1419.8% |