Filed October 2, 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 | $230,849 | $41,854+451.6% | $73,843+212.6% | $52,331+341.1% |
| Participation rate | 94.2% | 66.2%+27.9pp | 73.4%+20.7pp | 68.1%+26.1pp |
| Annual return | 0.79% | 2.11%-1.3pp | 2267.84%-2267.1pp | 4.54%-3.8pp |
| Employer contribution / active EE | $14,367 | $1,920+648.2% | $2,787+415.4% | $1,882+663.5% |
| Participant deferral / active EE | $5,205 | $2,498+108.4% | $3,583+45.3% | $3,022+72.2% |
| Admin fee / account holder | $21,201 | $493+4203.7% | $4,880+334.4% | $592+3483.8% |