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 | $299,639 | $92,703+223.2% | $82,719+262.2% | $134,475+122.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | -14.84% | 944.92%-959.8pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,419 | $4,802+137.8% | $4,395+159.8% | $6,400+78.4% |
| Admin fee / account holder | $12,103 | $5,983+102.3% | $5,329+127.1% | $11,426+5.9% |