Filed February 21, 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 | $319,164 | $185,822+71.8% | $169,993+87.8% | $139,434+128.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.96% | 60.50%-44.5pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,721 | $7,590-37.8% | $6,785-30.4% | $4,751-0.6% |
| Participant deferral / active EE | $8,558 | $11,622-26.4% | $10,408-17.8% | $6,710+27.5% |
| Admin fee / account holder | $5,152 | $15,381-66.5% | $12,815-59.8% | $11,403-54.8% |