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 | $32,996 | $54,350-39.3% | $82,719-60.1% | $68,494-51.8% |
| Participation rate | 88.6% | 63.9%+24.7pp | 72.6%+16.0pp | 67.9%+20.7pp |
| Annual return | -16.53% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,535 | $2,218-30.8% | $3,009-49.0% | $2,596-40.9% |
| Participant deferral / active EE | $3,916 | $3,246+20.7% | $4,395-10.9% | $4,027-2.8% |
| Admin fee / account holder | $12,140 | $4,395+176.2% | $5,329+127.8% | $5,403+124.7% |