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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $390,101 | $92,985+319.5% | $153,432+154.2% | $80,874+382.4% |
| Participation rate | 97.8% | 69.0%+28.8pp | 77.1%+20.7pp | 67.6%+30.1pp |
| Annual return | 13.65% | 19.95%-6.3pp | 15.66%-2.0pp | 35.62%-22.0pp |
| Employer contribution / active EE | $8,447 | $3,507+140.8% | $5,038+67.7% | $2,756+206.5% |
| Participant deferral / active EE | $13,876 | $5,178+168.0% | $6,757+105.3% | $4,297+222.9% |
| Admin fee / account holder | $57,959 | $8,880+552.7% | $12,725+355.5% | $6,935+735.7% |