Filed February 27, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,419 | $91,552-64.6% | $133,956-75.8% | $79,858-59.4% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.0pp |
| Annual return | 12.94% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $552 | $2,384-76.9% | $3,919-85.9% | $2,471-77.7% |
| Participant deferral / active EE | $2,646 | $3,733-29.1% | $5,048-47.6% | $3,740-29.3% |
| Admin fee / account holder | $1,142 | $6,321-81.9% | $8,927-87.2% | $5,306-78.5% |