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 | $146,267-28.1% | $197,124-46.6% | $82,448+27.6% |
| Participation rate | 72.3% | 84.0%-11.7pp | 86.7%-14.4pp | 68.1%+4.3pp |
| Annual return | 18.99% | 29.61%-10.6pp | 44.34%-25.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,813 | $4,723-19.3% | $6,227-38.8% | $2,551+49.5% |
| Participant deferral / active EE | $6,395 | $7,035-9.1% | $9,135-30.0% | $4,139+54.5% |
| Admin fee / account holder | $10,118 | $14,422-29.8% | $16,298-37.9% | $7,234+39.9% |