Filed April 27, 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 | $91,535 | $146,267-37.4% | $197,124-53.6% | $82,448+11.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 86.7%+1.5pp | 68.1%+20.2pp |
| Annual return | 18.92% | 29.61%-10.7pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $5,351 | $4,723+13.3% | $6,227-14.1% | $2,551+109.8% |
| Participant deferral / active EE | $4,686 | $7,035-33.4% | $9,135-48.7% | $4,139+13.2% |
| Admin fee / account holder | $4,511 | $14,422-68.7% | $16,298-72.3% | $7,234-37.6% |