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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,315 | $89,355-22.4% | $141,162-50.9% | $72,985-5.0% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-2.9pp | 69.5%+10.1pp |
| Annual return | 5.39% | 111.85%-106.5pp | 71.39%-66.0pp | 81.00%-75.6pp |
| Employer contribution / active EE | $3,031 | $3,114-2.7% | $4,735-36.0% | $2,440+24.2% |
| Participant deferral / active EE | $7,063 | $5,418+30.4% | $6,709+5.3% | $3,607+95.8% |
| Admin fee / account holder | $4,579 | $5,958-23.1% | $10,261-55.4% | $5,124-10.6% |