Filed July 5, 2017 (most recent of 4 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 5-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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,581 | $84,028+47.1% | $75,696+63.3% | - |
| Participation rate | 0.0% | 79.0%-79.0pp | 74.8%-74.8pp | - |
| Annual return | 14.86% | 14.09%+0.8pp | 104.53%-89.7pp | - |
| Employer contribution / active EE | $0 | $2,146-100.0% | $2,743-100.0% | - |
| Participant deferral / active EE | $0 | $3,526-100.0% | $3,821-100.0% | - |
| Admin fee / account holder | $5,346 | $3,165+68.9% | $3,619+47.7% | - |