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 | $383,244 | $60,124+537.4% | $90,404+323.9% | $79,858+379.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 23.40% | 71.94%-48.5pp | 1293.02%-1269.6pp | 31.71%-8.3pp |
| Employer contribution / active EE | $10,229 | $2,068+394.7% | $3,262+213.6% | $2,471+314.0% |
| Participant deferral / active EE | $13,590 | $2,938+362.5% | $3,963+242.9% | $3,740+263.4% |
| Admin fee / account holder | $16,176 | $3,976+306.8% | $5,611+188.3% | $5,306+204.9% |