Filed February 2, 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 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 | $134,845 | $77,976+72.9% | $81,367+65.7% | $125,391+7.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | 1.55% | -2.85%+4.4pp | -0.92%+2.5pp | 282.22%-280.7pp |
| Employer contribution / active EE | $6,638 | $4,366+52.1% | $3,930+68.9% | $4,866+36.4% |
| Participant deferral / active EE | $5,117 | $5,646-9.4% | $5,383-5.0% | $5,352-4.4% |
| Admin fee / account holder | $12,683 | $12,476+1.7% | $8,926+42.1% | $9,540+32.9% |