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 | $56,636 | $109,817-48.4% | $98,442-42.5% | $167,490-66.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 12.77% | 1956.69%-1943.9pp | 1492.73%-1480.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $5,866 | $3,224+81.9% | $2,960+98.2% | $4,837+21.3% |
| Participant deferral / active EE | $4,948 | $4,673+5.9% | $4,276+15.7% | $6,341-22.0% |
| Admin fee / account holder | $9,278 | $6,753+37.4% | $5,949+56.0% | $12,309-24.6% |