Filed April 26, 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 | $237,520 | $105,998+124.1% | $92,233+157.5% | $147,584+60.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 13.88% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $9,904 | $4,333+128.6% | $3,679+169.2% | $4,876+103.1% |
| Participant deferral / active EE | $8,005 | $4,478+78.8% | $3,897+105.4% | $5,439+47.2% |
| Admin fee / account holder | $9,136 | $6,332+44.3% | $5,194+75.9% | $10,885-16.1% |