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 | $361,871 | $58,208+521.7% | $81,812+342.3% | $80,856+347.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 22.86% | 41.66%-18.8pp | 773.79%-750.9pp | 35.59%-12.7pp |
| Employer contribution / active EE | $11,051 | $2,340+372.3% | $2,912+279.5% | $2,755+301.2% |
| Participant deferral / active EE | $12,732 | $3,281+288.0% | $4,319+194.8% | $4,296+196.4% |
| Admin fee / account holder | $6,625 | $4,981+33.0% | $7,386-10.3% | $6,918-4.2% |