Filed July 25, 2017 (most recent of 5 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 | $112,645 | $148,978-24.4% | $200,582-43.8% | $84,808+32.8% |
| Participation rate | 87.7% | 84.2%+3.5pp | 86.9%+0.8pp | 68.3%+19.4pp |
| Annual return | 20.78% | 28.16%-7.4pp | 42.33%-21.6pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,917 | $4,815-39.4% | $6,419-54.5% | $2,631+10.9% |
| Participant deferral / active EE | $7,741 | $7,142+8.4% | $9,331-17.0% | $4,212+83.8% |
| Admin fee / account holder | $1,282 | $13,977-90.8% | $16,305-92.1% | $7,344-82.5% |