Filed August 7, 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 | $52,853 | $49,177+7.5% | $79,464-33.5% | $64,186-17.7% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.2pp | 69.6%+24.0pp |
| Annual return | -4.80% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,161 | $2,076-44.1% | $2,800-58.5% | $2,381-51.2% |
| Participant deferral / active EE | $8,931 | $2,821+216.6% | $3,704+141.1% | $3,470+157.4% |
| Admin fee / account holder | $11,037 | $3,839+187.5% | $5,113+115.9% | $4,888+125.8% |