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 | $584,226 | $77,314+655.7% | $177,989+228.2% | $80,856+622.5% |
| Participation rate | 95.1% | 65.7%+29.4pp | 77.1%+18.0pp | 67.6%+27.5pp |
| Annual return | 13.95% | 18.09%-4.1pp | 294.48%-280.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,953 | $2,292+203.4% | $3,949+76.1% | $2,755+152.4% |
| Participant deferral / active EE | $18,872 | $4,411+327.9% | $6,276+200.7% | $4,296+339.3% |
| Admin fee / account holder | $90,225 | $7,191+1154.7% | $10,363+770.6% | $6,918+1204.2% |