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 | $329,807 | $148,534+122.0% | $135,903+142.7% | $139,434+136.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $26,300 | $5,243+401.6% | $4,856+441.6% | $4,751+453.6% |
| Participant deferral / active EE | $15,242 | $8,100+88.2% | $7,758+96.5% | $6,710+127.2% |
| Admin fee / account holder | $40,488 | $12,400+226.5% | $10,762+276.2% | $11,403+255.1% |