Filed June 26, 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 | $477,658 | $99,020+382.4% | $86,590+451.6% | $147,584+223.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 636.74% | 1312.34%-675.6pp | 964.84%-328.1pp | 578.55%+58.2pp |
| Employer contribution / active EE | $16,678 | $3,132+432.5% | $2,839+487.4% | $4,876+242.0% |
| Participant deferral / active EE | $2,381 | $3,972-40.0% | $3,609-34.0% | $5,439-56.2% |
| Admin fee / account holder | $1,571 | $5,710-72.5% | $4,906-68.0% | $10,885-85.6% |