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 | $73,622 | $98,750-25.4% | $149,696-50.8% | $79,858-7.8% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.9pp |
| Annual return | 1.99% | 27.43%-25.4pp | 276.60%-274.6pp | 31.71%-29.7pp |
| Employer contribution / active EE | $3,405 | $3,216+5.9% | $4,644-26.7% | $2,471+37.8% |
| Participant deferral / active EE | $8,058 | $5,680+41.9% | $6,842+17.8% | $3,740+115.5% |
| Admin fee / account holder | $14,046 | $6,053+132.1% | $9,309+50.9% | $5,306+164.7% |