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 | $680,030 | $83,902+710.5% | $167,512+306.0% | $84,808+701.9% |
| Participation rate | 93.0% | 66.5%+26.6pp | 77.1%+16.0pp | 68.3%+24.7pp |
| Annual return | 14.82% | 91.55%-76.7pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $9,290 | $2,264+310.4% | $3,882+139.3% | $2,631+253.1% |
| Participant deferral / active EE | $19,905 | $4,442+348.1% | $6,405+210.8% | $4,212+372.6% |
| Admin fee / account holder | $40,656 | $7,915+413.7% | $9,769+316.2% | $7,344+453.6% |