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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $835,130 | $137,414+507.7% | $189,513+340.7% | $85,850+872.8% |
| Participation rate | 97.6% | 84.6%+12.9pp | 87.8%+9.8pp | 69.3%+28.2pp |
| Annual return | 33.68% | 38.14%-4.5pp | 555.15%-521.5pp | 318.53%-284.9pp |
| Employer contribution / active EE | $13,052 | $4,344+200.4% | $6,162+111.8% | $2,565+408.8% |
| Participant deferral / active EE | $9,541 | $6,260+52.4% | $8,221+16.1% | $3,952+141.4% |
| Admin fee / account holder | $391 | $8,630-95.5% | $12,045-96.8% | $6,260-93.8% |