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 | $90,642 | $53,516+69.4% | $126,539-28.4% | $84,808+6.9% |
| Participation rate | 73.3% | 58.2%+15.1pp | 69.8%+3.5pp | 68.3%+5.0pp |
| Annual return | 13.86% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,004 | $1,535+95.7% | $3,674-18.2% | $2,631+14.2% |
| Participant deferral / active EE | $3,953 | $2,671+48.0% | $4,083-3.2% | $4,212-6.1% |
| Admin fee / account holder | $1,358 | $4,497-69.8% | $6,065-77.6% | $7,344-81.5% |