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 | $333,567 | $54,350+513.7% | $82,719+303.3% | $68,494+387.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.47% | -13.67%-5.8pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $10,916 | $2,218+392.1% | $3,009+262.8% | $2,596+320.4% |
| Participant deferral / active EE | $13,477 | $3,246+315.2% | $4,395+206.6% | $4,027+234.6% |
| Admin fee / account holder | $8,846 | $4,395+101.2% | $5,329+66.0% | $5,403+63.7% |