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 | $83,069 | $109,359-24.0% | $162,163-48.8% | $72,985+13.8% |
| Participation rate | 94.5% | 84.3%+10.3pp | 87.6%+7.0pp | 69.5%+25.1pp |
| Annual return | 40.68% | 25.46%+15.2pp | 115.59%-74.9pp | 81.00%-40.3pp |
| Employer contribution / active EE | $5,008 | $3,907+28.2% | $5,614-10.8% | $2,440+105.2% |
| Participant deferral / active EE | $9,456 | $5,481+72.5% | $7,298+29.6% | $3,607+162.1% |
| Admin fee / account holder | $21,062 | $7,972+164.2% | $10,843+94.2% | $5,124+311.0% |