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 | $779,597 | $138,347+463.5% | $184,203+323.2% | $80,856+864.2% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 26.64% | 20.02%+6.6pp | 28.81%-2.2pp | 35.59%-8.9pp |
| Employer contribution / active EE | $24,775 | $4,850+410.8% | $6,427+285.5% | $2,755+799.3% |
| Participant deferral / active EE | $10,241 | $7,071+44.8% | $9,131+12.2% | $4,296+138.4% |
| Admin fee / account holder | $109,016 | $10,483+939.9% | $13,901+684.2% | $6,918+1475.8% |