Filed April 5, 2017 (most recent of 4 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 | $63,000 | $77,813-19.0% | $123,544-49.0% | $64,186-1.8% |
| Participation rate | 80.6% | 74.7%+5.8pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | 6.51% | 12.48%-6.0pp | 119.20%-112.7pp | 7.63%-1.1pp |
| Employer contribution / active EE | $3,375 | $3,014+12.0% | $4,628-27.1% | $2,381+41.8% |
| Participant deferral / active EE | $7,353 | $5,240+40.3% | $6,426+14.4% | $3,470+111.9% |
| Admin fee / account holder | $1,853 | $5,519-66.4% | $9,284-80.0% | $4,888-62.1% |