Filed February 24, 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 | $291,026 | $76,407+280.9% | $150,298+93.6% | $82,448+253.0% |
| Participation rate | 87.2% | 66.4%+20.8pp | 77.8%+9.5pp | 68.1%+19.2pp |
| Annual return | 16.48% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,095 | $2,614+133.2% | $4,154+46.7% | $2,551+138.9% |
| Participant deferral / active EE | $4,827 | $3,214+50.2% | $5,453-11.5% | $4,139+16.6% |
| Admin fee / account holder | $9,910 | $6,352+56.0% | $14,116-29.8% | $7,234+37.0% |