Filed March 31, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,583 | $81,460+116.8% | $103,333+70.9% | $80,856+118.4% |
| Participation rate | 95.8% | 66.8%+28.9pp | 74.5%+21.3pp | 67.6%+28.1pp |
| Annual return | -0.29% | 25.55%-25.8pp | 24.88%-25.2pp | 35.59%-35.9pp |
| Employer contribution / active EE | $15,582 | $3,105+401.8% | $3,868+302.9% | $2,755+465.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,252 | $6,566+10.4% | $8,355-13.2% | $6,918+4.8% |