Filed February 1, 2013
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 | $353,031 | $95,416+270.0% | $185,823+90.0% | $85,850+311.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 29.47% | 23.59%+5.9pp | 122.05%-92.6pp | 318.53%-289.1pp |
| Employer contribution / active EE | $14,366 | $3,314+333.5% | $5,167+178.0% | $2,565+460.1% |
| Participant deferral / active EE | $3,035 | $3,423-11.3% | $5,568-45.5% | $3,952-23.2% |
| Admin fee / account holder | $56,746 | $7,213+686.8% | $16,237+249.5% | $6,260+806.5% |