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 | $577,869 | $58,208+892.8% | $81,812+606.3% | $80,856+614.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.03% | 41.66%-28.6pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $22,725 | $2,340+871.2% | $2,912+680.3% | $2,755+724.9% |
| Participant deferral / active EE | $13,941 | $3,281+324.9% | $4,319+222.8% | $4,296+224.5% |
| Admin fee / account holder | $24,874 | $4,981+399.3% | $7,386+236.8% | $6,918+259.6% |