Filed February 21, 2017
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 | $252,808 | $98,750+156.0% | $149,696+68.9% | $79,858+216.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.05% | 27.43%-11.4pp | 276.60%-260.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,323 | $3,216+3.3% | $4,644-28.4% | $2,471+34.5% |
| Participant deferral / active EE | $11,443 | $5,680+101.5% | $6,842+67.3% | $3,740+206.0% |
| Admin fee / account holder | $25,987 | $6,053+329.4% | $9,309+179.2% | $5,306+389.7% |