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 | $132,697 | $123,793+7.2% | $177,821-25.4% | $79,858+66.2% |
| Participation rate | 86.5% | 84.7%+1.8pp | 87.7%-1.2pp | 69.6%+16.9pp |
| Annual return | 27.65% | 22.82%+4.8pp | 48.32%-20.7pp | 31.71%-4.1pp |
| Employer contribution / active EE | $5,047 | $4,095+23.2% | $5,918-14.7% | $2,471+104.3% |
| Participant deferral / active EE | $5,465 | $5,956-8.2% | $7,714-29.2% | $3,740+46.1% |
| Admin fee / account holder | $6,199 | $7,243-14.4% | $12,427-50.1% | $5,306+16.8% |