Filed February 5, 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 | $385,229 | $102,966+274.1% | $90,281+326.7% | $152,861+152.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.65% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $21,191 | $3,139+575.2% | $2,854+642.4% | $4,762+345.0% |
| Participant deferral / active EE | $13,009 | $4,281+203.9% | $3,885+234.8% | $5,850+122.4% |
| Admin fee / account holder | $21,191 | $6,171+243.4% | $5,351+296.0% | $11,596+82.7% |