Filed April 5, 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 | $207,758 | $88,672+134.3% | $105,223+97.4% | $82,448+152.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.96% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $14,764 | $3,048+384.4% | $3,689+300.3% | $2,551+478.8% |
| Participant deferral / active EE | $5,978 | $4,036+48.1% | $5,072+17.9% | $4,139+44.4% |
| Admin fee / account holder | $73,557 | $7,146+929.3% | $8,859+730.3% | $7,234+916.8% |