Filed October 2, 2017 (most recent of 2 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,030 | $72,492+28.3% | $87,100+6.8% | $72,985+27.5% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 20.94% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $432 | $1,894-77.2% | $2,521-82.9% | $2,440-82.3% |
| Participant deferral / active EE | $3,212 | $3,270-1.8% | $4,049-20.7% | $3,607-11.0% |
| Admin fee / account holder | $1,093 | $5,055-78.4% | $7,497-85.4% | $5,124-78.7% |