Filed April 7, 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 | $126,724 | $102,966+23.1% | $90,281+40.4% | $152,861-17.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.15% | 95.16%-70.0pp | 78.10%-52.9pp | 345.32%-320.2pp |
| Employer contribution / active EE | $7,452 | $3,139+137.4% | $2,854+161.1% | $4,762+56.5% |
| Participant deferral / active EE | $4,714 | $4,281+10.1% | $3,885+21.3% | $5,850-19.4% |
| Admin fee / account holder | $1,614 | $6,171-73.8% | $5,351-69.8% | $11,596-86.1% |