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 | $117,896 | $137,414-14.2% | $189,513-37.8% | $85,850+37.3% |
| Participation rate | 94.8% | 84.6%+10.2pp | 87.8%+7.0pp | 69.3%+25.5pp |
| Annual return | 17.63% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $6,309 | $4,344+45.2% | $6,162+2.4% | $2,565+146.0% |
| Participant deferral / active EE | $11,624 | $6,260+85.7% | $8,221+41.4% | $3,952+194.1% |
| Admin fee / account holder | $7,041 | $8,630-18.4% | $12,045-41.5% | $6,260+12.5% |