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 | $143,944 | $125,758+14.5% | $169,993-15.3% | $75,163+91.5% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.0%-1.8pp | 67.2%+18.0pp |
| Annual return | 14.26% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,630 | $4,615+0.3% | $6,785-31.8% | $2,670+73.4% |
| Participant deferral / active EE | $6,545 | $6,837-4.3% | $10,408-37.1% | $4,125+58.7% |
| Admin fee / account holder | $5,971 | $8,173-27.0% | $12,815-53.4% | $5,651+5.7% |