Filed January 25, 2013 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,832 | $96,635+327.2% | $86,612+376.6% | $139,434+196.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.59% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,113 | $3,263+87.3% | $3,022+102.3% | $4,751+28.7% |
| Participant deferral / active EE | $18,186 | $4,836+276.1% | $4,438+309.8% | $6,710+171.0% |
| Admin fee / account holder | $10,821 | $6,408+68.9% | $5,614+92.7% | $11,403-5.1% |