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 | $246,086 | $64,807+279.7% | $79,464+209.7% | - |
| Participation rate | 96.0% | 63.3%+32.7pp | 73.3%+22.6pp | - |
| Annual return | -5.24% | -6.90%+1.7pp | 718.14%-723.4pp | - |
| Employer contribution / active EE | $14,382 | $2,603+452.6% | $2,800+413.6% | - |
| Participant deferral / active EE | $3,863 | $2,645+46.0% | $3,704+4.3% | - |
| Admin fee / account holder | $25,530 | $2,902+779.8% | $5,113+399.3% | - |