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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,774 | $110,094-68.4% | $151,611-77.1% | $68,494-49.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -12.65% | -10.12%-2.5pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,568 | $4,471-64.9% | $6,166-74.6% | $2,596-39.6% |
| Participant deferral / active EE | $2,112 | $6,527-67.6% | $8,363-74.8% | $4,027-47.6% |
| Admin fee / account holder | $12,371 | $7,719+60.3% | $11,616+6.5% | $5,403+129.0% |