Filed February 21, 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 | $32,840 | $102,966-68.1% | $90,281-63.6% | $152,861-78.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.42% | 95.16%-93.7pp | 78.10%-76.7pp | 345.32%-343.9pp |
| Employer contribution / active EE | $2,030 | $3,139-35.3% | $2,854-28.9% | $4,762-57.4% |
| Participant deferral / active EE | $5,157 | $4,281+20.4% | $3,885+32.7% | $5,850-11.8% |
| Admin fee / account holder | $5,215 | $6,171-15.5% | $5,351-2.6% | $11,596-55.0% |