Filed April 27, 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 | $119,420 | $183,963-35.1% | $162,163-26.4% | $152,861-21.9% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.4%-3.3pp |
| Annual return | 13.48% | 150.76%-137.3pp | 115.59%-102.1pp | 345.32%-331.8pp |
| Employer contribution / active EE | $4,167 | $6,371-34.6% | $5,614-25.8% | $4,762-12.5% |
| Participant deferral / active EE | $5,441 | $8,034-32.3% | $7,298-25.4% | $5,850-7.0% |
| Admin fee / account holder | $34,466 | $13,121+162.7% | $10,843+217.9% | $11,596+197.2% |