Filed January 12, 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 | $123,730 | $132,049-6.3% | $200,582-38.3% | $74,304+66.5% |
| Participation rate | 96.1% | 84.1%+12.0pp | 86.9%+9.2pp | 60.3%+35.7pp |
| Annual return | 22.16% | 22.22%-0.1pp | 42.33%-20.2pp | 29.43%-7.3pp |
| Employer contribution / active EE | $4,661 | $4,558+2.3% | $6,419-27.4% | $2,241+108.0% |
| Participant deferral / active EE | $6,960 | $7,213-3.5% | $9,331-25.4% | $3,767+84.7% |
| Admin fee / account holder | $2,425 | $2,405+0.8% | $16,305-85.1% | $2,969-18.3% |