Filed January 23, 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 | $106,073 | $109,359-3.0% | $162,163-34.6% | $72,985+45.3% |
| Participation rate | 84.8% | 84.3%+0.6pp | 87.6%-2.7pp | 69.5%+15.4pp |
| Annual return | 19.24% | 25.46%-6.2pp | 115.59%-96.3pp | 81.00%-61.8pp |
| Employer contribution / active EE | $4,797 | $3,907+22.8% | $5,614-14.6% | $2,440+96.6% |
| Participant deferral / active EE | $5,542 | $5,481+1.1% | $7,298-24.1% | $3,607+53.6% |
| Admin fee / account holder | $3,140 | $7,972-60.6% | $10,843-71.0% | $5,124-38.7% |