Filed October 2, 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 | $18,937 | $44,221-57.2% | $121,196-84.4% | $56,287-66.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | -6.83% | -3.58%-3.3pp | 16.93%-23.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,691 | $1,480+14.3% | $4,022-58.0% | $2,111-19.9% |
| Participant deferral / active EE | $3,001 | $2,521+19.0% | $3,344-10.3% | $3,350-10.4% |
| Admin fee / account holder | $745 | $480+55.2% | $5,019-85.2% | $521+43.1% |