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 | $312,666 | $57,281+445.8% | $86,612+261.0% | $75,163+316.0% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 16.50% | 2670.75%-2654.2pp | 591.07%-574.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $11,094 | $2,314+379.3% | $3,022+267.0% | $2,670+315.5% |
| Participant deferral / active EE | $13,675 | $3,318+312.2% | $4,438+208.2% | $4,125+231.5% |
| Admin fee / account holder | $118,560 | $4,112+2783.4% | $5,614+2011.8% | $5,651+1998.1% |