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 | $173,474 | $73,981+134.5% | $105,722+64.1% | $62,891+175.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 7.79% | 17.60%-9.8pp | 12.25%-4.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $6,708 | $2,856+134.8% | $4,079+64.4% | $2,281+194.1% |
| Participant deferral / active EE | $10,164 | $4,038+151.7% | $5,326+90.9% | $3,203+217.3% |
| Admin fee / account holder | $11,871 | $5,976+98.6% | $8,308+42.9% | $4,296+176.4% |