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 | $376,013 | $96,635+289.1% | $86,612+334.1% | $139,434+169.7% |
| Participation rate | 78.9% | 74.4%+4.5pp | 71.7%+7.3pp | 80.3%-1.4pp |
| Annual return | 36.76% | 106.41%-69.7pp | 591.07%-554.3pp | 372.94%-336.2pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,220 | $4,836+173.4% | $4,438+197.9% | $6,710+97.0% |
| Admin fee / account holder | $26,420 | $6,408+312.3% | $5,614+370.6% | $11,403+131.7% |