Filed December 16, 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 | $494,603 | $135,635+264.7% | $110,238+348.7% | $135,375+265.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.68% | 513.19%-510.5pp | 314.74%-312.1pp | 519.73%-517.1pp |
| Employer contribution / active EE | $7,878 | $4,906+60.6% | $3,826+105.9% | $4,779+64.9% |
| Participant deferral / active EE | $6,054 | $5,506+9.9% | $4,672+29.6% | $5,609+7.9% |
| Admin fee / account holder | $7,100 | $11,457-38.0% | $8,547-16.9% | $10,827-34.4% |