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 | $59,393 | $57,016+4.2% | $84,966-30.1% | $80,856-26.5% |
| Participation rate | 82.5% | 56.3%+26.2pp | 67.5%+15.0pp | 67.6%+14.9pp |
| Annual return | 33.16% | 21.66%+11.5pp | 66.38%-33.2pp | 35.59%-2.4pp |
| Employer contribution / active EE | $1,873 | $1,798+4.2% | $2,727-31.3% | $2,755-32.0% |
| Participant deferral / active EE | $4,454 | $3,110+43.2% | $4,519-1.5% | $4,296+3.7% |
| Admin fee / account holder | $3,004 | $4,980-39.7% | $6,149-51.1% | $6,918-56.6% |