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 | $76,407+571.6% | $150,298+241.4% | $82,448+522.4% |
| Participation rate | 94.0% | 66.4%+27.6pp | 77.8%+16.3pp | 68.1%+26.0pp |
| Annual return | 10.72% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $21,209 | $2,614+711.3% | $4,154+410.6% | $2,551+731.4% |
| Participant deferral / active EE | $13,058 | $3,214+306.2% | $5,453+139.5% | $4,139+215.5% |
| Admin fee / account holder | $113,999 | $6,352+1694.7% | $14,116+707.6% | $7,234+1475.8% |