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 | $72,650 | $102,317-29.0% | $146,958-50.6% | $80,856-10.1% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.2%+5.5pp | 67.6%+20.1pp |
| Annual return | 15.23% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,822 | $3,713+2.9% | $4,933-22.5% | $2,755+38.7% |
| Participant deferral / active EE | $8,700 | $6,644+30.9% | $8,070+7.8% | $4,296+102.5% |
| Admin fee / account holder | $15,384 | $7,941+93.7% | $12,998+18.4% | $6,918+122.4% |