Filed March 17, 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 | $40,428 | $183,963-78.0% | $162,163-75.1% | $152,861-73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.67% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,223 | $6,371-49.4% | $5,614-42.6% | $4,762-32.3% |
| Participant deferral / active EE | $2,771 | $8,034-65.5% | $7,298-62.0% | $5,850-52.6% |
| Admin fee / account holder | $8,031 | $13,121-38.8% | $10,843-25.9% | $11,596-30.7% |