Filed February 3, 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 | $57,199 | $88,707-35.5% | $74,183-22.9% | $273,961-79.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.94% | 11.94%-4.0pp | 17.74%-9.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,118 | $3,159-33.0% | $2,370-10.6% | $4,869-56.5% |
| Participant deferral / active EE | $3,698 | $4,212-12.2% | $3,550+4.2% | $5,287-30.1% |
| Admin fee / account holder | $7,390 | $8,717-15.2% | $5,586+32.3% | $10,132-27.1% |