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.
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 | $657,160 | $81,460+706.7% | $103,333+536.0% | $80,856+712.7% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 37.26% | 25.55%+11.7pp | 24.88%+12.4pp | 35.59%+1.7pp |
| Employer contribution / active EE | $3,891 | $3,105+25.3% | $3,868+0.6% | $2,755+41.2% |
| Participant deferral / active EE | $6,255 | $3,869+61.7% | $5,057+23.7% | $4,296+45.6% |
| Admin fee / account holder | $43,794 | $6,566+566.9% | $8,355+424.2% | $6,918+533.1% |