Filed May 9, 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 | $148,612 | $94,031+58.0% | $115,768+28.4% | $82,448+80.3% |
| Participation rate | 98.4% | 70.4%+27.9pp | 74.4%+24.0pp | 68.1%+30.3pp |
| Annual return | 13.97% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,640 | $2,323+228.8% | $2,940+159.9% | $2,551+199.5% |
| Participant deferral / active EE | $10,880 | $3,972+173.9% | $4,917+121.3% | $4,139+162.8% |
| Admin fee / account holder | $14,285 | $10,249+39.4% | $12,439+14.8% | $7,234+97.5% |