Filed May 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 9-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 | $50,734 | $76,401-33.6% | $106,387-52.3% | $64,186-21.0% |
| Participation rate | 98.3% | 73.5%+24.8pp | 77.5%+20.9pp | 69.6%+28.8pp |
| Annual return | 9.08% | -2.19%+11.3pp | 0.25%+8.8pp | 7.63%+1.4pp |
| Employer contribution / active EE | $3,179 | $2,680+18.6% | $3,520-9.7% | $2,381+33.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,637 | $4,610-64.5% | $7,510-78.2% | $4,888-66.5% |