Filed July 18, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $7,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,480 | $57,016-65.8% | $84,966-77.1% | $80,856-75.9% |
| Participation rate | 92.0% | 56.3%+35.7pp | 67.5%+24.5pp | 67.6%+24.4pp |
| Annual return | 10.03% | 21.66%-11.6pp | 66.38%-56.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,013 | $1,798-43.6% | $2,727-62.9% | $2,755-63.2% |
| Participant deferral / active EE | $2,111 | $3,110-32.1% | $4,519-53.3% | $4,296-50.9% |
| Admin fee / account holder | $871 | $4,980-82.5% | $6,149-85.8% | $6,918-87.4% |