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 | $717,501 | $110,094+551.7% | $151,611+373.3% | $68,494+947.5% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -13.03% | -10.12%-2.9pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $24,344 | $4,471+444.5% | $6,166+294.8% | $2,596+837.6% |
| Participant deferral / active EE | $8,876 | $6,527+36.0% | $8,363+6.1% | $4,027+120.4% |
| Admin fee / account holder | $8,559 | $7,719+10.9% | $11,616-26.3% | $5,403+58.4% |