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 | $99,539 | $88,751+12.2% | $81,812+21.7% | $145,922-31.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.80% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $12,957 | $3,083+320.2% | $2,912+344.9% | $4,660+178.1% |
| Participant deferral / active EE | $6,013 | $4,643+29.5% | $4,319+39.2% | $6,688-10.1% |
| Admin fee / account holder | $8,406 | $8,415-0.1% | $7,386+13.8% | $13,397-37.3% |