Filed January 23, 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 4-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 | $42,477 | $49,922-14.9% | $80,569-47.3% | $75,163-43.5% |
| Participation rate | 93.9% | 55.3%+38.6pp | 67.0%+26.9pp | 67.2%+26.7pp |
| Annual return | 21.53% | 34.69%-13.2pp | 935.43%-913.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,170 | $1,698+27.8% | $2,723-20.3% | $2,670-18.7% |
| Participant deferral / active EE | $5,653 | $2,990+89.0% | $4,447+27.1% | $4,125+37.0% |
| Admin fee / account holder | $455 | $3,577-87.3% | $5,377-91.5% | $5,651-91.9% |