Filed February 21, 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 | $125,005 | $99,020+26.2% | $86,590+44.4% | $147,584-15.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.23% | 1312.34%-1289.1pp | 964.84%-941.6pp | 578.55%-555.3pp |
| Employer contribution / active EE | $7,100 | $3,132+126.7% | $2,839+150.1% | $4,876+45.6% |
| Participant deferral / active EE | $9,323 | $3,972+134.7% | $3,609+158.4% | $5,439+71.4% |
| Admin fee / account holder | $4,411 | $5,710-22.8% | $4,906-10.1% | $10,885-59.5% |