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 | $48,661 | $53,127-8.4% | $86,590-43.8% | $70,131-30.6% |
| Participation rate | 84.8% | 65.3%+19.5pp | 73.5%+11.3pp | 69.5%+15.3pp |
| Annual return | 21.76% | 27.66%-5.9pp | 964.84%-943.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $3,615 | $2,068+74.8% | $2,839+27.3% | $2,342+54.3% |
| Participant deferral / active EE | $4,956 | $2,696+83.9% | $3,609+37.4% | $3,332+48.8% |
| Admin fee / account holder | $4,308 | $3,585+20.2% | $4,906-12.2% | $4,645-7.3% |