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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,292 | $107,334+57.7% | $92,893+82.2% | $152,861+10.7% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 7.83% | 145.58%-137.7pp | 109.41%-101.6pp | 345.32%-337.5pp |
| Employer contribution / active EE | $2,840 | $4,221-32.7% | $3,653-22.2% | $4,762-40.4% |
| Participant deferral / active EE | $5,941 | $4,845+22.6% | $4,236+40.2% | $5,850+1.5% |
| Admin fee / account holder | $3,712 | $7,079-47.6% | $5,794-35.9% | $11,596-68.0% |