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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,282 | $137,414-2.3% | $189,513-29.1% | $85,850+56.4% |
| Participation rate | 77.4% | 84.6%-7.2pp | 87.8%-10.4pp | 69.3%+8.1pp |
| Annual return | 8.41% | 38.14%-29.7pp | 555.15%-546.7pp | 318.53%-310.1pp |
| Employer contribution / active EE | $3,226 | $4,344-25.7% | $6,162-47.6% | $2,565+25.8% |
| Participant deferral / active EE | $5,208 | $6,260-16.8% | $8,221-36.7% | $3,952+31.8% |
| Admin fee / account holder | $747 | $8,630-91.3% | $12,045-93.8% | $6,260-88.1% |