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 | $47,672 | $89,739-46.9% | $149,718-68.2% | $62,292-23.5% |
| Participation rate | 90.6% | 85.1%+5.5pp | 87.1%+3.5pp | 69.5%+21.1pp |
| Annual return | 18.76% | 21.01%-2.3pp | 1501.63%-1482.9pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,835 | $3,233-43.2% | $5,445-66.3% | $2,042-10.1% |
| Participant deferral / active EE | $3,456 | $4,797-27.9% | $6,569-47.4% | $3,169+9.1% |
| Admin fee / account holder | $7,002 | $551+1170.3% | $11,283-37.9% | $479+1360.8% |