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 | $213,477 | $79,557+168.3% | $118,746+79.8% | $70,131+204.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 20.49% | 25.64%-5.1pp | 24.54%-4.0pp | 73.14%-52.6pp |
| Employer contribution / active EE | $6,512 | $2,861+127.6% | $4,193+55.3% | $2,342+178.0% |
| Participant deferral / active EE | $10,260 | $4,089+150.9% | $5,332+92.4% | $3,332+207.9% |
| Admin fee / account holder | $6,200 | $5,374+15.4% | $10,720-42.2% | $4,645+33.5% |