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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,992 | $65,409+361.7% | $98,442+206.8% | $85,850+251.8% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.3%+25.4pp |
| Annual return | 9.22% | 21.76%-12.5pp | 1492.73%-1483.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $15,377 | $2,168+609.4% | $2,960+419.6% | $2,565+499.5% |
| Participant deferral / active EE | $5,028 | $3,166+58.8% | $4,276+17.6% | $3,952+27.2% |
| Admin fee / account holder | $69,331 | $4,593+1409.6% | $5,949+1065.4% | $6,260+1007.6% |