Filed March 17, 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 | $47,603 | $56,054-15.1% | $171,082-72.2% | $62,891-24.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.89% | 22.52%-15.6pp | 32.56%-25.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,838 | $1,731+121.7% | $4,002-4.1% | $2,281+68.3% |
| Participant deferral / active EE | $4,419 | $3,158+39.9% | $4,797-7.9% | $3,203+38.0% |
| Admin fee / account holder | $776 | $3,647-78.7% | $8,520-90.9% | $4,296-81.9% |