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.
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 | $35,999 | $154,117-76.6% | $129,995-72.3% | $139,434-74.2% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 14.10% | 32.48%-18.4pp | -137.18%+151.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,505 | $5,289-52.6% | $4,320-42.0% | $4,751-47.3% |
| Participant deferral / active EE | $5,744 | $6,710-14.4% | $5,820-1.3% | $6,710-14.4% |
| Admin fee / account holder | $6,045 | $14,007-56.8% | $10,614-43.0% | $11,403-47.0% |