Filed February 22, 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 | $250,227 | $78,672+218.1% | $109,143+129.3% | $85,850+191.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.51% | 25.09%-13.6pp | 25.75%-14.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $9,120 | $2,735+233.5% | $3,722+145.0% | $2,565+255.5% |
| Participant deferral / active EE | $8,976 | $3,467+158.9% | $4,653+92.9% | $3,952+127.1% |
| Admin fee / account holder | $15,860 | $5,469+190.0% | $6,752+134.9% | $6,260+153.4% |