Filed May 15, 2013 (most recent of 6 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 | $265,122 | $106,515+148.9% | $96,683+174.2% | $139,434+90.1% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 19.41% | 38.43%-19.0pp | 35.69%-16.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $16,903 | $4,103+312.0% | $3,737+352.4% | $4,751+255.8% |
| Participant deferral / active EE | $10,856 | $5,454+99.1% | $4,878+122.6% | $6,710+61.8% |
| Admin fee / account holder | $1,523 | $7,877-80.7% | $6,730-77.4% | $11,403-86.6% |