Filed February 21, 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 9-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 | $46,144 | $43,723+5.5% | $121,196-61.9% | $64,186-28.1% |
| Participation rate | 98.2% | 58.3%+39.9pp | 71.7%+26.5pp | 69.6%+28.6pp |
| Annual return | -6.61% | 68.91%-75.5pp | 16.93%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,945 | $1,296+127.2% | $4,022-26.8% | $2,381+23.7% |
| Participant deferral / active EE | $5,437 | $2,280+138.5% | $3,344+62.6% | $3,470+56.7% |
| Admin fee / account holder | $11,095 | $3,501+216.9% | $5,019+121.1% | $4,888+127.0% |