Filed June 8, 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 5-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 | $44,298 | $77,145-42.6% | $108,410-59.1% | $85,850-48.4% |
| Participation rate | 87.0% | 74.7%+12.3pp | 80.1%+6.8pp | 69.3%+17.6pp |
| Annual return | 15.09% | 44.54%-29.5pp | 905.27%-890.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,802 | $2,379-24.3% | $3,558-49.4% | $2,565-29.7% |
| Participant deferral / active EE | $3,056 | $5,566-45.1% | $6,563-53.4% | $3,952-22.7% |
| Admin fee / account holder | $3,016 | $5,172-41.7% | $7,295-58.7% | $6,260-51.8% |