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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,769 | $95,762-44.9% | $379,746-86.1% | $79,858-33.9% |
| Participation rate | 96.2% | 74.0%+22.2pp | 78.4%+17.7pp | 69.6%+26.5pp |
| Annual return | -21.63% | 18.26%-39.9pp | 34.90%-56.5pp | 31.71%-53.3pp |
| Employer contribution / active EE | $3,846 | $2,695+42.7% | $3,540+8.7% | $2,471+55.7% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,615 | $6,745-76.1% | $7,927-79.6% | $5,306-69.6% |