Filed March 17, 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 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 | $382,366 | $176,056+117.2% | $159,436+139.8% | $167,490+128.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.51% | 331.75%-320.2pp | 263.57%-252.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $8,773 | $5,297+65.6% | $4,829+81.7% | $4,837+81.4% |
| Participant deferral / active EE | $13,748 | $7,750+77.4% | $7,352+87.0% | $6,341+116.8% |
| Admin fee / account holder | $86,595 | $12,554+589.8% | $10,799+701.9% | $12,309+603.5% |