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 | $74,488 | $82,664-9.9% | $125,339-40.6% | $68,494+8.8% |
| Participation rate | 77.0% | 75.0%+2.0pp | 82.4%-5.4pp | 67.9%+9.1pp |
| Annual return | -9.43% | -5.97%-3.5pp | 572.05%-581.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $3,063 | $3,381-9.4% | $4,814-36.4% | $2,596+18.0% |
| Participant deferral / active EE | $7,393 | $6,110+21.0% | $7,446-0.7% | $4,027+83.6% |
| Admin fee / account holder | $21,761 | $6,275+246.8% | $10,010+117.4% | $5,403+302.8% |