Filed August 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,132 | $80,717+535.7% | $154,803+231.5% | $84,808+505.1% |
| Participation rate | 94.0% | 66.8%+27.2pp | 78.1%+16.0pp | 68.3%+25.7pp |
| Annual return | 10.72% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $21,209 | $2,761+668.1% | $4,305+392.6% | $2,631+706.1% |
| Participant deferral / active EE | $13,058 | $3,303+295.3% | $5,540+135.7% | $4,212+210.0% |
| Admin fee / account holder | $113,999 | $6,746+1590.0% | $14,329+695.6% | $7,344+1452.3% |