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 | $545,509 | $70,669+671.9% | $169,368+222.1% | $75,163+625.8% |
| Participation rate | 97.6% | 64.8%+32.8pp | 77.1%+20.4pp | 67.2%+30.4pp |
| Annual return | 20.71% | 36.36%-15.7pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $6,209 | $2,211+180.9% | $4,013+54.7% | $2,670+132.6% |
| Participant deferral / active EE | $17,552 | $4,311+307.2% | $6,221+182.1% | $4,125+325.5% |
| Admin fee / account holder | $9,318 | $5,402+72.5% | $9,003+3.5% | $5,651+64.9% |