Filed June 8, 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 | $53,390 | $133,958-60.1% | $112,228-52.4% | $134,475-60.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.18% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,217 | $4,038-45.1% | $3,635-39.0% | $4,740-53.2% |
| Participant deferral / active EE | $5,384 | $5,291+1.8% | $4,728+13.9% | $6,400-15.9% |
| Admin fee / account holder | $15,092 | $7,489+101.5% | $6,410+135.4% | $11,426+32.1% |