Filed March 2, 2016 (most recent of 2 filings on file)
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 | $320,066 | $58,208+449.9% | $81,812+291.2% | $80,856+295.8% |
| Participation rate | 88.2% | 63.4%+24.8pp | 72.3%+15.9pp | 67.6%+20.6pp |
| Annual return | 14.70% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $21,246 | $2,340+808.0% | $2,912+629.5% | $2,755+671.2% |
| Participant deferral / active EE | $9,595 | $3,281+192.4% | $4,319+122.2% | $4,296+123.4% |
| Admin fee / account holder | $52,603 | $4,981+956.0% | $7,386+612.2% | $6,918+660.4% |