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 | $29,857 | $59,107-49.5% | $86,436-65.5% | $68,494-56.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -13.18% | -0.23%-12.9pp | 4394.89%-4408.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,847 | $2,519-26.7% | $3,769-51.0% | $2,596-28.9% |
| Participant deferral / active EE | $3,209 | $5,901-45.6% | $6,952-53.8% | $4,027-20.3% |
| Admin fee / account holder | $3,306 | $5,637-41.4% | $6,731-50.9% | $5,403-38.8% |