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 | $50,798 | $87,841-42.2% | $133,980-62.1% | $62,891-19.2% |
| Participation rate | 94.3% | 83.4%+10.9pp | 87.1%+7.2pp | 69.3%+25.0pp |
| Annual return | 14.46% | 12.05%+2.4pp | 29.30%-14.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $1,829 | $3,483-47.5% | $5,211-64.9% | $2,281-19.8% |
| Participant deferral / active EE | $3,059 | $4,812-36.4% | $6,282-51.3% | $3,203-4.5% |
| Admin fee / account holder | $25,448 | $5,371+373.8% | $9,324+172.9% | $4,296+492.4% |