Filed February 15, 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 | $80,428 | $81,460-1.3% | $103,333-22.2% | $80,856-0.5% |
| Participation rate | 74.2% | 66.8%+7.3pp | 74.5%-0.4pp | 67.6%+6.5pp |
| Annual return | 20.53% | 25.55%-5.0pp | 24.88%-4.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,967 | $3,105-4.5% | $3,868-23.3% | $2,755+7.7% |
| Participant deferral / active EE | $8,698 | $3,869+124.8% | $5,057+72.0% | $4,296+102.5% |
| Admin fee / account holder | $789 | $6,566-88.0% | $8,355-90.6% | $6,918-88.6% |