Filed February 21, 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 | $221,513 | $148,978+48.7% | $200,582+10.4% | $84,808+161.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 14.74% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,271 | $4,815+30.2% | $6,419-2.3% | $2,631+138.4% |
| Participant deferral / active EE | $5,118 | $7,142-28.3% | $9,331-45.2% | $4,212+21.5% |
| Admin fee / account holder | $2,225 | $13,977-84.1% | $16,305-86.4% | $7,344-69.7% |