Filed August 5, 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 | $644,890 | $80,717+699.0% | $154,803+316.6% | $84,808+660.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.01% | 37.96%-19.9pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $49,497 | $2,761+1692.5% | $4,305+1049.6% | $2,631+1781.3% |
| Participant deferral / active EE | $2,913 | $3,303-11.8% | $5,540-47.4% | $4,212-30.8% |
| Admin fee / account holder | $76,406 | $6,746+1032.7% | $14,329+433.2% | $7,344+940.4% |