Filed June 28, 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 | $75,732 | $148,978-49.2% | $200,582-62.2% | $84,808-10.7% |
| Participation rate | 79.3% | 84.2%-4.9pp | 86.9%-7.6pp | 68.3%+11.0pp |
| Annual return | 14.33% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,704 | $4,815-23.1% | $6,419-42.3% | $2,631+40.8% |
| Participant deferral / active EE | $5,555 | $7,142-22.2% | $9,331-40.5% | $4,212+31.9% |
| Admin fee / account holder | $30,940 | $13,977+121.4% | $16,305+89.8% | $7,344+321.3% |