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 9-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 | $18,478 | $78,694-76.5% | $67,652-72.7% | $125,391-85.3% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | 5.09% | 9.46%-4.4pp | 6625.04%-6619.9pp | 282.22%-277.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,577 | $4,292-16.7% | $3,560+0.5% | $5,352-33.2% |
| Admin fee / account holder | $5,064 | $7,403-31.6% | $4,821+5.1% | $9,540-46.9% |