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 | $94,456 | $105,181-10.2% | $159,436-40.8% | $85,850+10.0% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.8%-2.3pp | 69.3%+11.2pp |
| Annual return | 22.41% | 45.07%-22.7pp | 263.57%-241.2pp | 318.53%-296.1pp |
| Employer contribution / active EE | $3,522 | $3,318+6.1% | $4,829-27.1% | $2,565+37.3% |
| Participant deferral / active EE | $8,387 | $5,945+41.1% | $7,352+14.1% | $3,952+112.2% |
| Admin fee / account holder | $8,130 | $6,933+17.3% | $10,799-24.7% | $6,260+29.9% |