Filed April 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,782 | $150,440-41.6% | $136,294-35.6% | $147,584-40.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 6.78% | 1049.08%-1042.3pp | 5155.94%-5149.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $4,250 | $5,256-19.1% | $4,695-9.5% | $4,876-12.8% |
| Participant deferral / active EE | $5,959 | $6,630-10.1% | $6,247-4.6% | $5,439+9.6% |
| Admin fee / account holder | $12,212 | $10,905+12.0% | $9,243+32.1% | $10,885+12.2% |