Filed June 7, 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 | $275,764 | $116,875+135.9% | $209,012+31.9% | $116,875+135.9% |
| Participation rate | 96.1% | 74.5%+21.5pp | 77.5%+18.6pp | 74.5%+21.5pp |
| Annual return | 17.92% | 16.29%+1.6pp | 0.31%+17.6pp | 16.29%+1.6pp |
| Employer contribution / active EE | $2,976 | $3,288-9.5% | $5,342-44.3% | $3,288-9.5% |
| Participant deferral / active EE | $6,558 | $3,885+68.8% | $4,752+38.0% | $3,885+68.8% |
| Admin fee / account holder | $5,631 | $12,263-54.1% | $31,136-81.9% | $12,263-54.1% |