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.
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 9-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 | $105,206 | $148,978-29.4% | $200,582-47.5% | $84,808+24.1% |
| Participation rate | 72.3% | 84.2%-11.9pp | 86.9%-14.5pp | 68.3%+4.0pp |
| Annual return | 18.99% | 28.16%-9.2pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,813 | $4,815-20.8% | $6,419-40.6% | $2,631+44.9% |
| Participant deferral / active EE | $6,395 | $7,142-10.5% | $9,331-31.5% | $4,212+51.8% |
| Admin fee / account holder | $10,118 | $13,977-27.6% | $16,305-37.9% | $7,344+37.8% |