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 | $72,981 | $46,674+56.4% | $117,472-37.9% | $68,494+6.5% |
| Participation rate | 98.0% | 56.8%+41.3pp | 70.6%+27.5pp | 67.9%+30.2pp |
| Annual return | -18.11% | -14.52%-3.6pp | 29.74%-47.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,662 | $1,505+143.4% | $4,176-12.3% | $2,596+41.0% |
| Participant deferral / active EE | $6,412 | $2,636+143.2% | $4,070+57.5% | $4,027+59.2% |
| Admin fee / account holder | $5,858 | $4,020+45.7% | $5,645+3.8% | $5,403+8.4% |