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 | $87,339 | $45,035+93.9% | $62,995+38.6% | $70,131+24.5% |
| Participation rate | 88.0% | 69.5%+18.5pp | 74.8%+13.2pp | 69.5%+18.5pp |
| Annual return | 17.29% | 18.76%-1.5pp | 87.57%-70.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,090 | $2,051+99.4% | $2,759+48.2% | $2,342+74.6% |
| Participant deferral / active EE | $6,956 | $2,465+182.2% | $3,329+108.9% | $3,332+108.8% |
| Admin fee / account holder | $1,255 | $2,834-55.7% | $3,600-65.1% | $4,645-73.0% |