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 | $237,776 | $54,350+337.5% | $82,719+187.5% | $68,494+247.1% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -12.97% | -13.67%+0.7pp | 701.18%-714.1pp | -7.84%-5.1pp |
| Employer contribution / active EE | $15,467 | $2,218+597.3% | $3,009+414.0% | $2,596+495.7% |
| Participant deferral / active EE | $3,906 | $3,246+20.3% | $4,395-11.1% | $4,027-3.0% |
| Admin fee / account holder | $47,924 | $4,395+990.3% | $5,329+799.3% | $5,403+787.0% |