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 | $42,006 | $57,281-26.7% | $86,612-51.5% | $75,163-44.1% |
| Participation rate | 84.8% | 63.2%+21.7pp | 71.7%+13.2pp | 67.2%+17.7pp |
| Annual return | 18.70% | 2670.75%-2652.0pp | 591.07%-572.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,605 | $2,314-30.6% | $3,022-46.9% | $2,670-39.9% |
| Participant deferral / active EE | $4,332 | $3,318+30.6% | $4,438-2.4% | $4,125+5.0% |
| Admin fee / account holder | $4,648 | $4,112+13.0% | $5,614-17.2% | $5,651-17.8% |