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 | $751,444 | $125,758+497.5% | $169,993+342.0% | $75,163+899.7% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 14.95% | 27.20%-12.2pp | 53.37%-38.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $26,507 | $4,615+474.4% | $6,785+290.7% | $2,670+892.8% |
| Participant deferral / active EE | $9,283 | $6,837+35.8% | $10,408-10.8% | $4,125+125.0% |
| Admin fee / account holder | $143,452 | $8,173+1655.1% | $12,815+1019.4% | $5,651+2438.6% |