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 | $121,818 | $138,347-11.9% | $184,203-33.9% | $80,856+50.7% |
| Participation rate | 91.5% | 83.9%+7.7pp | 86.8%+4.7pp | 67.6%+23.9pp |
| Annual return | 18.01% | 20.02%-2.0pp | 28.81%-10.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $6,033 | $4,850+24.4% | $6,427-6.1% | $2,755+119.0% |
| Participant deferral / active EE | $12,828 | $7,071+81.4% | $9,131+40.5% | $4,296+198.6% |
| Admin fee / account holder | $11,492 | $10,483+9.6% | $13,901-17.3% | $6,918+66.1% |