Filed January 17, 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 | $364,840 | $198,466+83.8% | $170,442+114.1% | $147,584+147.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.61% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $8,461 | $6,184+36.8% | $5,433+55.7% | $4,876+73.5% |
| Participant deferral / active EE | $6,296 | $5,629+11.8% | $4,939+27.5% | $5,439+15.8% |
| Admin fee / account holder | $3,215 | $16,852-80.9% | $13,880-76.8% | $10,885-70.5% |