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 | $286,685 | $54,762+423.5% | $90,281+217.5% | $72,985+292.8% |
| Participation rate | 96.9% | 65.1%+31.8pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 17.84% | 30.63%-12.8pp | 78.10%-60.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $14,435 | $2,092+589.8% | $2,854+405.7% | $2,440+491.6% |
| Participant deferral / active EE | $3,882 | $2,887+34.5% | $3,885-0.1% | $3,607+7.6% |
| Admin fee / account holder | $31,278 | $3,972+687.4% | $5,351+484.5% | $5,124+510.4% |