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 | $123,909-42.4% | $69,647+2.4% | $145,922-51.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 18.41% | 190.55%-172.1pp | 100.48%-82.1pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,151 | $2,682-19.8% | $1,712+25.6% | $4,660-53.8% |
| Participant deferral / active EE | $5,840 | $4,236+37.9% | $2,886+102.3% | $6,688-12.7% |
| Admin fee / account holder | $7,896 | $7,863+0.4% | $4,713+67.6% | $13,397-41.1% |