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 | $325,767 | $60,124+441.8% | $90,404+260.3% | $79,858+307.9% |
| Participation rate | 94.7% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.1pp |
| Annual return | 13.05% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $14,813 | $2,068+616.4% | $3,262+354.1% | $2,471+499.5% |
| Participant deferral / active EE | $3,376 | $2,938+14.9% | $3,963-14.8% | $3,740-9.7% |
| Admin fee / account holder | $21,503 | $3,976+440.8% | $5,611+283.2% | $5,306+305.2% |