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 | $45,484 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-83.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 8.20% | 2.55%+5.7pp | 5.24%+3.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,126 | $2,350-9.5% | $1,844+15.3% | $4,869-56.3% |
| Participant deferral / active EE | $2,944 | $2,962-0.6% | $2,591+13.6% | $5,287-44.3% |
| Admin fee / account holder | $1,010 | $3,725-72.9% | $2,903-65.2% | $10,132-90.0% |