Filed January 30, 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.
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 | $34,207 | $87,841-61.1% | $133,980-74.5% | $62,891-45.6% |
| Participation rate | 90.8% | 83.4%+7.4pp | 87.1%+3.7pp | 69.3%+21.5pp |
| Annual return | 5.28% | 12.05%-6.8pp | 29.30%-24.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,458 | $3,483-58.1% | $5,211-72.0% | $2,281-36.1% |
| Participant deferral / active EE | $2,466 | $4,812-48.8% | $6,282-60.7% | $3,203-23.0% |
| Admin fee / account holder | $1,755 | $5,371-67.3% | $9,324-81.2% | $4,296-59.1% |