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 | $427,162 | $54,705+680.8% | $71,209+499.9% | $84,808+403.7% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+28.9pp |
| Annual return | 19.01% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $11,496 | $2,158+432.8% | $2,721+322.5% | $2,631+337.0% |
| Participant deferral / active EE | $14,534 | $3,030+379.6% | $4,175+248.1% | $4,212+245.1% |
| Admin fee / account holder | $5,223 | $4,863+7.4% | $5,349-2.3% | $7,344-28.9% |