Filed October 2, 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 | $137,523 | $59,332+131.8% | $90,223+52.4% | $59,632+130.6% |
| Participation rate | 92.5% | 71.9%+20.5pp | 79.0%+13.4pp | 68.7%+23.8pp |
| Annual return | 1.19% | 3.25%-2.1pp | 1.31%-0.1pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $6,969 | $3,031+130.0% | $4,378+59.2% | $2,203+216.4% |
| Participant deferral / active EE | $9,925 | $4,369+127.2% | $5,792+71.3% | $3,192+211.0% |
| Admin fee / account holder | $8,700 | $5,032+72.9% | $7,406+17.5% | $4,297+102.5% |