Filed April 5, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,046 | $109,359-57.0% | $162,163-71.0% | $72,985-35.5% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.6%+4.1pp | 69.5%+22.2pp |
| Annual return | 16.59% | 25.46%-8.9pp | 115.59%-99.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,813 | $3,907-53.6% | $5,614-67.7% | $2,440-25.7% |
| Participant deferral / active EE | $2,431 | $5,481-55.6% | $7,298-66.7% | $3,607-32.6% |
| Admin fee / account holder | $384 | $7,972-95.2% | $10,843-96.5% | $5,124-92.5% |