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 | $520,703 | $109,817+374.2% | $98,442+428.9% | $167,490+210.9% |
| Participation rate | 95.7% | 75.8%+19.8pp | 73.3%+22.3pp | 82.1%+13.5pp |
| Annual return | 14.55% | 1956.69%-1942.1pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $19,143 | $3,224+493.8% | $2,960+546.8% | $4,837+295.7% |
| Participant deferral / active EE | $12,376 | $4,673+164.8% | $4,276+189.4% | $6,341+95.2% |
| Admin fee / account holder | $3,144 | $6,753-53.4% | $5,949-47.2% | $12,309-74.5% |