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 | $152,870 | $96,965+57.7% | $97,995+56.0% | $147,584+3.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.78% | 24.11%-11.3pp | 23.94%-11.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $7,596 | $4,536+67.5% | $4,158+82.7% | $4,876+55.8% |
| Participant deferral / active EE | $5,856 | $5,081+15.2% | $5,097+14.9% | $5,439+7.7% |
| Admin fee / account holder | $6,433 | $8,120-20.8% | $5,943+8.2% | $10,885-40.9% |