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 | $63,904 | $93,571-31.7% | $135,903-53.0% | $75,163-15.0% |
| Participation rate | 81.7% | 75.2%+6.5pp | 81.9%-0.2pp | 67.2%+14.5pp |
| Annual return | 9.03% | 30.90%-21.9pp | 68.23%-59.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $3,726 | $3,537+5.3% | $4,856-23.3% | $2,670+39.5% |
| Participant deferral / active EE | $8,127 | $6,404+26.9% | $7,758+4.8% | $4,125+97.0% |
| Admin fee / account holder | $23,689 | $6,975+239.6% | $10,762+120.1% | $5,651+319.2% |