Filed October 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 | $48,707 | $82,032-40.6% | $123,104-60.4% | $59,632-18.3% |
| Participation rate | 92.1% | 83.2%+8.9pp | 86.8%+5.4pp | 68.7%+23.5pp |
| Annual return | -0.07% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,931 | $3,297-41.4% | $5,151-62.5% | $2,203-12.3% |
| Participant deferral / active EE | $3,513 | $4,667-24.7% | $6,230-43.6% | $3,192+10.1% |
| Admin fee / account holder | $6,510 | $5,881+10.7% | $9,015-27.8% | $4,297+51.5% |