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 | $114,618 | $138,347-17.2% | $184,203-37.8% | $80,856+41.8% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.6%+13.8pp |
| Annual return | 7.69% | 20.02%-12.3pp | 28.81%-21.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $4,630 | $4,850-4.6% | $6,427-28.0% | $2,755+68.1% |
| Participant deferral / active EE | $6,930 | $7,071-2.0% | $9,131-24.1% | $4,296+61.3% |
| Admin fee / account holder | $73,070 | $10,483+597.0% | $13,901+425.7% | $6,918+956.2% |