Filed July 18, 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 | $44,113 | $77,813-43.3% | $123,544-64.3% | $64,186-31.3% |
| Participation rate | 80.9% | 74.7%+6.2pp | 82.3%-1.4pp | 69.6%+11.3pp |
| Annual return | -4.31% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,672 | $3,014+21.8% | $4,628-20.7% | $2,381+54.2% |
| Participant deferral / active EE | $6,024 | $5,240+15.0% | $6,426-6.2% | $3,470+73.6% |
| Admin fee / account holder | $1,687 | $5,519-69.4% | $9,284-81.8% | $4,888-65.5% |