Filed July 25, 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 | $64,785 | $63,346+2.3% | $92,233-29.8% | $70,131-7.6% |
| Participation rate | 76.8% | 68.7%+8.1pp | 76.5%+0.3pp | 69.5%+7.2pp |
| Annual return | 14.77% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,587 | $2,471+4.7% | $3,679-29.7% | $2,342+10.4% |
| Participant deferral / active EE | $5,117 | $2,854+79.3% | $3,897+31.3% | $3,332+53.6% |
| Admin fee / account holder | $873 | $3,840-77.3% | $5,194-83.2% | $4,645-81.2% |