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 | $456,973 | $65,395+598.8% | $182,532+150.4% | $72,985+526.1% |
| Participation rate | 97.1% | 65.4%+31.7pp | 78.0%+19.2pp | 69.5%+27.7pp |
| Annual return | 27.19% | 27.68%-0.5pp | 148.54%-121.3pp | 81.00%-53.8pp |
| Employer contribution / active EE | $6,446 | $1,911+237.3% | $4,076+58.1% | $2,440+164.2% |
| Participant deferral / active EE | $16,153 | $3,563+353.4% | $5,524+192.4% | $3,607+347.8% |
| Admin fee / account holder | $39,268 | $4,245+825.1% | $8,592+357.0% | $5,124+666.3% |