Filed January 28, 2013
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 | $291,415 | $62,586+365.6% | $76,768+279.6% | $64,186+354.0% |
| Participation rate | 94.3% | 72.8%+21.5pp | 77.0%+17.3pp | 69.6%+24.7pp |
| Annual return | -4.49% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $870 | $1,832-52.5% | $2,485-65.0% | $2,381-63.5% |
| Participant deferral / active EE | $9,033 | $3,145+187.2% | $3,852+134.5% | $3,470+160.3% |
| Admin fee / account holder | $5,898 | $4,667+26.4% | $6,675-11.6% | $4,888+20.7% |