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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,914 | $92,703-56.9% | $82,719-51.7% | $134,475-70.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -13.74% | 944.92%-958.7pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,371 | $3,274+3.0% | $3,009+12.0% | $4,740-28.9% |
| Participant deferral / active EE | $6,150 | $4,802+28.1% | $4,395+39.9% | $6,400-3.9% |
| Admin fee / account holder | $484 | $5,983-91.9% | $5,329-90.9% | $11,426-95.8% |