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 | $35,656 | $68,346-47.8% | $94,646-62.3% | $75,163-52.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.98% | 616.93%-598.9pp | 156.71%-138.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,866 | $2,701-30.9% | $3,672-49.2% | $2,670-30.1% |
| Participant deferral / active EE | $3,397 | $6,537-48.0% | $7,418-54.2% | $4,125-17.7% |
| Admin fee / account holder | $3,204 | $5,326-39.8% | $7,231-55.7% | $5,651-43.3% |