Filed January 26, 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 | $109,559 | $150,440-27.2% | $136,294-19.6% | $147,584-25.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.30% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,619 | $5,256-31.1% | $4,695-22.9% | $4,876-25.8% |
| Participant deferral / active EE | $6,677 | $6,630+0.7% | $6,247+6.9% | $5,439+22.8% |
| Admin fee / account holder | $1,738 | $10,905-84.1% | $9,243-81.2% | $10,885-84.0% |