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 | $117,041 | $110,094+6.3% | $151,611-22.8% | $68,494+70.9% |
| Participation rate | 92.6% | 84.0%+8.6pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | -15.79% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,630 | $4,471+3.6% | $6,166-24.9% | $2,596+78.3% |
| Participant deferral / active EE | $6,159 | $6,527-5.6% | $8,363-26.4% | $4,027+52.9% |
| Admin fee / account holder | $6,442 | $7,719-16.5% | $11,616-44.5% | $5,403+19.2% |