Filed March 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 | $71,344 | $123,982-42.5% | $69,701+2.4% | $145,959-51.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 18.41% | 191.01%-172.6pp | 100.32%-81.9pp | 561.95%-543.5pp |
| Employer contribution / active EE | $2,151 | $2,681-19.8% | $1,713+25.5% | $4,661-53.9% |
| Participant deferral / active EE | $5,840 | $4,236+37.9% | $2,887+102.3% | $6,689-12.7% |
| Admin fee / account holder | $7,896 | $7,867+0.4% | $4,717+67.4% | $13,398-41.1% |