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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,516 | $89,753+220.3% | $107,525+167.4% | $84,808+239.0% |
| Participation rate | 95.8% | 68.1%+27.8pp | 75.1%+20.8pp | 68.3%+27.5pp |
| Annual return | 15.28% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $16,299 | $3,113+423.5% | $3,754+334.2% | $2,631+519.5% |
| Participant deferral / active EE | $3,773 | $4,056-7.0% | $5,116-26.2% | $4,212-10.4% |
| Admin fee / account holder | $3,636 | $7,222-49.7% | $8,919-59.2% | $7,344-50.5% |