Filed December 21, 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 | $298,882 | $54,762+445.8% | $90,281+231.1% | $72,985+309.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.76% | 30.63%-3.9pp | 78.10%-51.3pp | 81.00%-54.2pp |
| Employer contribution / active EE | $9,479 | $2,092+353.0% | $2,854+232.1% | $2,440+288.5% |
| Participant deferral / active EE | $12,468 | $2,887+331.9% | $3,885+220.9% | $3,607+245.6% |
| Admin fee / account holder | $49,811 | $3,972+1154.1% | $5,351+830.8% | $5,124+872.1% |