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 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 | $284,379 | $60,124+373.0% | $90,404+214.6% | $79,858+256.1% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+25.9pp |
| Annual return | 18.03% | 71.94%-53.9pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $16,894 | $2,068+717.1% | $3,262+417.9% | $2,471+583.8% |
| Participant deferral / active EE | $8,650 | $2,938+194.4% | $3,963+118.3% | $3,740+131.3% |
| Admin fee / account holder | $15,733 | $3,976+295.6% | $5,611+180.4% | $5,306+196.5% |