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 | $56,297 | $102,547-45.1% | $78,210-28.0% | $147,584-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 26.23% | 51.08%-24.8pp | 40.90%-14.7pp | 578.55%-552.3pp |
| Employer contribution / active EE | $4,410 | $2,617+68.5% | $2,034+116.9% | $4,876-9.6% |
| Participant deferral / active EE | $2,069 | $3,481-40.6% | $2,823-26.7% | $5,439-61.9% |
| Admin fee / account holder | $1,230 | $5,059-75.7% | $3,758-67.3% | $10,885-88.7% |