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 | $179,730 | $109,817+63.7% | $98,442+82.6% | $167,490+7.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.89% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $12,482 | $3,224+287.2% | $2,960+321.7% | $4,837+158.0% |
| Participant deferral / active EE | $5,931 | $4,673+26.9% | $4,276+38.7% | $6,341-6.5% |
| Admin fee / account holder | $821 | $6,753-87.8% | $5,949-86.2% | $12,309-93.3% |