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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,228 | $201,272-75.5% | $184,203-73.3% | $145,922-66.3% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 8.05% | 29.00%-20.9pp | 28.81%-20.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $4,118 | $7,022-41.4% | $6,427-35.9% | $4,660-11.6% |
| Participant deferral / active EE | $3,017 | $9,806-69.2% | $9,131-67.0% | $6,688-54.9% |
| Admin fee / account holder | $31,716 | $16,364+93.8% | $13,901+128.2% | $13,397+136.7% |