Filed September 8, 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 | $271,511 | $57,354+373.4% | $83,848+223.8% | $64,186+323.0% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | -4.79% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,969 | $2,545+95.2% | $3,631+36.8% | $2,381+108.7% |
| Participant deferral / active EE | $10,618 | $2,993+254.7% | $4,082+160.1% | $3,470+206.0% |
| Admin fee / account holder | $5,524 | $4,046+36.5% | $5,478+0.8% | $4,888+13.0% |