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 | $72,480 | $60,022+20.8% | $88,946-18.5% | $84,808-14.5% |
| Participation rate | 79.5% | 57.8%+21.6pp | 68.8%+10.6pp | 68.3%+11.2pp |
| Annual return | 19.35% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,092 | $1,703+22.9% | $2,555-18.1% | $2,631-20.5% |
| Participant deferral / active EE | $4,810 | $3,114+54.5% | $4,581+5.0% | $4,212+14.2% |
| Admin fee / account holder | $2,151 | $4,811-55.3% | $8,261-74.0% | $7,344-70.7% |