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 | $58,208+89.8% | $81,812+35.0% | $80,856+36.6% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 15.55% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,145 | $2,340+119.9% | $2,912+76.7% | $2,755+86.8% |
| Participant deferral / active EE | $8,589 | $3,281+161.8% | $4,319+98.9% | $4,296+99.9% |
| Admin fee / account holder | $4,473 | $4,981-10.2% | $7,386-39.4% | $6,918-35.3% |