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 | $516,036 | $162,781+217.0% | $133,956+285.2% | $158,922+224.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.83% | 41.94%-36.1pp | 45.09%-39.3pp | 302.83%-297.0pp |
| Employer contribution / active EE | $7,448 | $4,975+49.7% | $3,919+90.1% | $4,761+56.4% |
| Participant deferral / active EE | $7,672 | $5,911+29.8% | $5,048+52.0% | $5,982+28.3% |
| Admin fee / account holder | $9,063 | $11,736-22.8% | $8,927+1.5% | $11,246-19.4% |