Filed May 21, 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 | $702,369 | $183,963+281.8% | $162,163+333.1% | $152,861+359.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.85% | 150.76%-135.9pp | 115.59%-100.7pp | 345.32%-330.5pp |
| Employer contribution / active EE | $10,710 | $6,371+68.1% | $5,614+90.8% | $4,762+124.9% |
| Participant deferral / active EE | $17,383 | $8,034+116.4% | $7,298+138.2% | $5,850+197.1% |
| Admin fee / account holder | $2,158 | $13,121-83.6% | $10,843-80.1% | $11,596-81.4% |