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 | $63,171 | $87,841-28.1% | $133,980-52.9% | $62,891+0.4% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 19.25% | 12.05%+7.2pp | 29.30%-10.0pp | 20.14%-0.9pp |
| Employer contribution / active EE | $1,723 | $3,483-50.5% | $5,211-66.9% | $2,281-24.5% |
| Participant deferral / active EE | $4,749 | $4,812-1.3% | $6,282-24.4% | $3,203+48.3% |
| Admin fee / account holder | $6,287 | $5,371+17.1% | $9,324-32.6% | $4,296+46.4% |