Filed August 22, 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 10-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 | $81,638 | $94,529-13.6% | $140,016-41.7% | $64,186+27.2% |
| Participation rate | 83.7% | 84.1%-0.4pp | 87.5%-3.8pp | 69.6%+14.1pp |
| Annual return | -4.83% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,441 | $3,812+42.7% | $5,606-2.9% | $2,381+128.5% |
| Participant deferral / active EE | $10,212 | $5,250+94.5% | $6,927+47.4% | $3,470+194.3% |
| Admin fee / account holder | $9,962 | $6,741+47.8% | $10,705-6.9% | $4,888+103.8% |