Filed March 20, 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 | $27,356 | $54,762-50.0% | $90,281-69.7% | $72,985-62.5% |
| Participation rate | 97.4% | 65.1%+32.2pp | 73.3%+24.1pp | 69.5%+27.9pp |
| Annual return | 19.62% | 30.63%-11.0pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,353 | $2,092+12.4% | $2,854-17.6% | $2,440-3.6% |
| Participant deferral / active EE | $2,732 | $2,887-5.4% | $3,885-29.7% | $3,607-24.3% |
| Admin fee / account holder | $8,176 | $3,972+105.9% | $5,351+52.8% | $5,124+59.6% |