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 | $94,625+57.1% | $116,228+27.9% | $84,808+75.2% |
| Participation rate | 98.4% | 70.4%+27.9pp | 74.6%+23.8pp | 68.3%+30.0pp |
| Annual return | 13.97% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $7,640 | $2,347+225.6% | $2,994+155.1% | $2,631+190.4% |
| Participant deferral / active EE | $10,880 | $3,972+173.9% | $4,953+119.7% | $4,212+158.3% |
| Admin fee / account holder | $14,285 | $10,091+41.6% | $11,989+19.1% | $7,344+94.5% |