Filed April 5, 2017 (most recent of 2 filings on file)
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 3-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 | $53,918 | $82,032-34.3% | $123,104-56.2% | $59,632-9.6% |
| Participation rate | 84.4% | 83.2%+1.2pp | 86.8%-2.4pp | 68.7%+15.7pp |
| Annual return | -0.61% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,120 | $3,297-66.0% | $5,151-78.3% | $2,203-49.2% |
| Participant deferral / active EE | $3,199 | $4,667-31.5% | $6,230-48.7% | $3,192+0.2% |
| Admin fee / account holder | $1,720 | $5,881-70.7% | $9,015-80.9% | $4,297-60.0% |