Filed June 7, 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 | $334,653 | $98,750+238.9% | $149,696+123.6% | $79,858+319.1% |
| Participation rate | 98.4% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 13.22% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $7,372 | $3,216+129.2% | $4,644+58.7% | $2,471+198.4% |
| Participant deferral / active EE | $11,427 | $5,680+101.2% | $6,842+67.0% | $3,740+205.5% |
| Admin fee / account holder | $2,790 | $6,053-53.9% | $9,309-70.0% | $5,306-47.4% |