Filed January 4, 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 | $110,624 | $85,766+29.0% | $136,294-18.8% | $70,131+57.7% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 21.76% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,191 | $2,966-26.1% | $4,695-53.3% | $2,342-6.5% |
| Participant deferral / active EE | $7,887 | $5,051+56.1% | $6,247+26.3% | $3,332+136.7% |
| Admin fee / account holder | $714 | $5,420-86.8% | $9,243-92.3% | $4,645-84.6% |