Filed October 2, 2017
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 | $273,939 | $50,637+441.0% | $86,590+216.4% | $62,292+339.8% |
| Participation rate | 96.0% | 67.9%+28.1pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 14.01% | 20.80%-6.8pp | 964.84%-950.8pp | 28.90%-14.9pp |
| Employer contribution / active EE | $14,113 | $2,075+580.0% | $2,839+397.1% | $2,042+591.1% |
| Participant deferral / active EE | $3,637 | $2,611+39.3% | $3,609+0.8% | $3,169+14.8% |
| Admin fee / account holder | $6,076 | $413+1370.2% | $4,906+23.9% | $479+1167.6% |