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 | $45,492 | $74,089-38.6% | $133,980-66.0% | $55,167-17.5% |
| Participation rate | 92.2% | 84.3%+8.0pp | 87.1%+5.2pp | 69.0%+23.2pp |
| Annual return | 12.80% | 12.11%+0.7pp | 29.30%-16.5pp | 169.23%-156.4pp |
| Employer contribution / active EE | $1,705 | $3,064-44.3% | $5,211-67.3% | $1,963-13.1% |
| Participant deferral / active EE | $3,361 | $4,678-28.1% | $6,282-46.5% | $3,054+10.1% |
| Admin fee / account holder | $10,206 | $458+2127.6% | $9,324+9.5% | $504+1925.4% |