Filed August 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,186 | $54,762-26.6% | $90,281-55.5% | $72,985-44.9% |
| Participation rate | 86.4% | 65.1%+21.2pp | 73.3%+13.1pp | 69.5%+16.9pp |
| Annual return | 16.40% | 30.63%-14.2pp | 78.10%-61.7pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,156 | $2,092-44.8% | $2,854-59.5% | $2,440-52.6% |
| Participant deferral / active EE | $4,046 | $2,887+40.1% | $3,885+4.1% | $3,607+12.1% |
| Admin fee / account holder | $19,531 | $3,972+391.7% | $5,351+265.0% | $5,124+281.1% |