Filed June 5, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,781 | $53,596+65.6% | $90,645-2.1% | $64,186+38.3% |
| Participation rate | 77.1% | 64.5%+12.6pp | 74.0%+3.1pp | 69.6%+7.6pp |
| Annual return | -4.79% | 4.41%-9.2pp | 1.88%-6.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,734 | $1,503+15.4% | $2,532-31.5% | $2,381-27.2% |
| Participant deferral / active EE | $2,998 | $2,459+21.9% | $3,425-12.4% | $3,470-13.6% |
| Admin fee / account holder | $4,004 | $3,868+3.5% | $4,994-19.8% | $4,888-18.1% |