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 | $443,597 | $127,065+249.1% | $113,168+292.0% | $142,382+211.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 14.90% | 24.03%-9.1pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $934 | $3,442-72.9% | $2,975-68.6% | $4,299-78.3% |
| Participant deferral / active EE | $9,207 | $5,716+61.1% | $5,107+80.3% | $6,507+41.5% |
| Admin fee / account holder | $99,248 | $15,736+530.7% | $12,068+722.4% | $12,624+686.2% |