Filed June 14, 2016 (most recent of 2 filings on file)
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 | $309,630 | $124,281+149.1% | $109,143+183.7% | $167,490+84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.86% | 26.04%-0.2pp | 25.75%+0.1pp | 478.56%-452.7pp |
| Employer contribution / active EE | $7,642 | $4,207+81.6% | $3,722+105.3% | $4,837+58.0% |
| Participant deferral / active EE | $7,557 | $5,255+43.8% | $4,653+62.4% | $6,341+19.2% |
| Admin fee / account holder | $16,923 | $7,970+112.3% | $6,752+150.6% | $12,309+37.5% |