Filed November 10, 2016
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $683,215 | $109,359+524.7% | $162,163+321.3% | $72,985+836.1% |
| Participation rate | 92.5% | 84.3%+8.2pp | 87.6%+4.9pp | 69.5%+23.0pp |
| Annual return | 8.12% | 25.46%-17.3pp | 115.59%-107.5pp | 81.00%-72.9pp |
| Employer contribution / active EE | $20,945 | $3,907+436.0% | $5,614+273.1% | $2,440+758.4% |
| Participant deferral / active EE | $8,812 | $5,481+60.8% | $7,298+20.7% | $3,607+144.3% |
| Admin fee / account holder | $2,906 | $7,972-63.5% | $10,843-73.2% | $5,124-43.3% |