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 | $669,515 | $148,978+349.4% | $200,582+233.8% | $84,808+689.5% |
| Participation rate | 97.7% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 0.89% | 28.16%-27.3pp | 42.33%-41.4pp | 40.90%-40.0pp |
| Employer contribution / active EE | $30,375 | $4,815+530.8% | $6,419+373.2% | $2,631+1054.5% |
| Participant deferral / active EE | $11,940 | $7,142+67.2% | $9,331+28.0% | $4,212+183.5% |
| Admin fee / account holder | $107,180 | $13,977+666.8% | $16,305+557.4% | $7,344+1359.5% |