Filed October 7, 2016
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 9-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 | $263,078 | $57,354+358.7% | $83,848+213.8% | $64,186+309.9% |
| Participation rate | 89.8% | 68.6%+21.2pp | 76.1%+13.7pp | 69.6%+20.2pp |
| Annual return | 13.73% | 11.38%+2.4pp | 850.88%-837.1pp | 7.63%+6.1pp |
| Employer contribution / active EE | $3,539 | $2,545+39.1% | $3,631-2.5% | $2,381+48.7% |
| Participant deferral / active EE | $6,881 | $2,993+129.9% | $4,082+68.6% | $3,470+98.3% |
| Admin fee / account holder | $1,605 | $4,046-60.3% | $5,478-70.7% | $4,888-67.2% |