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 | $237,805 | $60,243+294.7% | $86,612+174.6% | - |
| Participation rate | 94.9% | 60.8%+34.2pp | 71.7%+23.3pp | - |
| Annual return | 12.50% | 59.27%-46.8pp | 591.07%-578.6pp | - |
| Employer contribution / active EE | $15,362 | $2,261+579.4% | $3,022+408.3% | - |
| Participant deferral / active EE | $4,460 | $2,994+49.0% | $4,438+0.5% | - |
| Admin fee / account holder | $38,430 | $4,652+726.1% | $5,614+584.5% | - |