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 | $888,646 | $167,484+430.6% | $151,611+486.1% | $134,475+560.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.54% | 7.80%-18.3pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $11,843 | $6,829+73.4% | $6,166+92.1% | $4,740+149.9% |
| Participant deferral / active EE | $19,935 | $8,986+121.8% | $8,363+138.4% | $6,400+211.5% |
| Admin fee / account holder | $1,888 | $13,783-86.3% | $11,616-83.7% | $11,426-83.5% |