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 | $68,605 | $55,371+23.9% | $95,585-28.2% | $74,304-7.7% |
| Participation rate | 76.4% | 53.8%+22.6pp | 72.1%+4.3pp | 60.3%+16.1pp |
| Annual return | 17.40% | 24.26%-6.9pp | 38.56%-21.2pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,952 | $1,437+105.4% | $2,527+16.8% | $2,241+31.7% |
| Participant deferral / active EE | $4,205 | $2,955+42.3% | $4,023+4.5% | $3,767+11.6% |
| Admin fee / account holder | $4,849 | $2,620+85.0% | $6,127-20.9% | $2,969+63.3% |