Filed March 17, 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 | $84,079 | $153,311-45.2% | $109,313-23.1% | $273,961-69.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 4.53% | 29.86%-25.3pp | 22.07%-17.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,291 | $5,619-41.4% | $3,892-15.5% | $4,869-32.4% |
| Participant deferral / active EE | $4,224 | $3,932+7.4% | $3,166+33.4% | $5,287-20.1% |
| Admin fee / account holder | $4,440 | $8,076-45.0% | $5,666-21.6% | $10,132-56.2% |