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.)
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 | $548,752 | $152,587+259.6% | $125,175+338.4% | $152,861+259.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.31% | 54.84%-45.5pp | 43.79%-34.5pp | 345.32%-336.0pp |
| Employer contribution / active EE | $7,474 | $4,946+51.1% | $3,865+93.3% | $4,762+56.9% |
| Participant deferral / active EE | $8,022 | $5,868+36.7% | $4,937+62.5% | $5,850+37.1% |
| Admin fee / account holder | $6,923 | $13,434-48.5% | $9,702-28.6% | $11,596-40.3% |