Filed April 11, 2013 (most recent of 2 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 | $319,163 | $56,484+465.1% | $169,463+88.3% | $64,186+397.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -1.67% | -1.55%-0.1pp | 1.83%-3.5pp | 7.63%-9.3pp |
| Employer contribution / active EE | $5,976 | $1,832+226.1% | $4,159+43.7% | $2,381+151.0% |
| Participant deferral / active EE | $14,737 | $3,448+327.4% | $5,277+179.3% | $3,470+324.8% |
| Admin fee / account holder | $11,677 | $4,174+179.7% | $9,109+28.2% | $4,888+138.9% |