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 | $64,010 | $114,381-44.0% | $107,525-40.5% | $142,382-55.0% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 14.02% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,926 | $4,015-27.1% | $3,754-22.0% | $4,299-31.9% |
| Participant deferral / active EE | $5,511 | $5,564-0.9% | $5,116+7.7% | $6,507-15.3% |
| Admin fee / account holder | $8,903 | $9,860-9.7% | $8,919-0.2% | $12,624-29.5% |