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 | $374,489 | $154,117+143.0% | $129,995+188.1% | $139,434+168.6% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.5%+17.0pp | 80.3%+15.1pp |
| Annual return | 7.32% | 32.48%-25.2pp | -137.18%+144.5pp | 372.94%-365.6pp |
| Employer contribution / active EE | $9,421 | $5,289+78.1% | $4,320+118.1% | $4,751+98.3% |
| Participant deferral / active EE | $10,128 | $6,710+50.9% | $5,820+74.0% | $6,710+50.9% |
| Admin fee / account holder | $54,498 | $14,007+289.1% | $10,614+413.4% | $11,403+377.9% |