Filed October 2, 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 | $49,728 | $100,852-50.7% | $90,404-45.0% | $158,922-68.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 71.17% | 1724.20%-1653.0pp | 1293.02%-1221.8pp | 302.83%-231.7pp |
| Employer contribution / active EE | $4,438 | $3,689+20.3% | $3,262+36.0% | $4,761-6.8% |
| Participant deferral / active EE | $4,864 | $4,348+11.9% | $3,963+22.7% | $5,982-18.7% |
| Admin fee / account holder | $1,975 | $6,501-69.6% | $5,611-64.8% | $11,246-82.4% |