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 | $464,880 | $92,703+401.5% | $82,719+462.0% | $134,475+245.7% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -17.50% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $19,614 | $3,274+499.1% | $3,009+551.8% | $4,740+313.8% |
| Participant deferral / active EE | $12,975 | $4,802+170.2% | $4,395+195.2% | $6,400+102.7% |
| Admin fee / account holder | $36,232 | $5,983+505.6% | $5,329+579.9% | $11,426+217.1% |