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 | $56,269 | $58,926-4.5% | $97,226-42.1% | $74,495-24.5% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.7%+20.5pp | 67.2%+25.9pp |
| Annual return | 15.64% | 16.04%-0.4pp | 75.13%-59.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,492 | $1,894+84.3% | $2,729+28.0% | $2,623+33.1% |
| Participant deferral / active EE | $5,217 | $3,664+42.4% | $4,264+22.4% | $4,346+20.0% |
| Admin fee / account holder | $3,922 | $1,974+98.7% | $5,654-30.6% | $1,942+102.0% |