Filed June 8, 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 | $110,453 | $58,234+89.7% | $81,783+35.1% | $80,874+36.6% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.4%+26.3pp | 67.6%+31.0pp |
| Annual return | 15.55% | 41.70%-26.2pp | 775.05%-759.5pp | 35.62%-20.1pp |
| Employer contribution / active EE | $5,145 | $2,341+119.7% | $2,913+76.6% | $2,756+86.7% |
| Participant deferral / active EE | $8,589 | $3,283+161.6% | $4,320+98.8% | $4,297+99.9% |
| Admin fee / account holder | $4,473 | $4,982-10.2% | $7,380-39.4% | $6,935-35.5% |