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 | $541,004 | $72,012+651.3% | $185,823+191.1% | $79,858+577.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 24.39% | 23.12%+1.3pp | 35.95%-11.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $5,989 | $1,965+204.9% | $4,087+46.5% | $2,471+142.4% |
| Participant deferral / active EE | $15,988 | $3,779+323.1% | $5,632+183.9% | $3,740+327.5% |
| Admin fee / account holder | $22,287 | $4,513+393.9% | $9,500+134.6% | $5,306+320.0% |