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 | $41,463 | $77,503-46.5% | $100,391-58.7% | $80,856-48.7% |
| Participation rate | 94.6% | 76.9%+17.7pp | 81.5%+13.2pp | 67.6%+27.0pp |
| Annual return | 40.13% | 37.20%+2.9pp | 49.20%-9.1pp | 35.59%+4.5pp |
| Employer contribution / active EE | $2,571 | $2,801-8.2% | $3,942-34.8% | $2,755-6.7% |
| Participant deferral / active EE | $3,620 | $6,820-46.9% | $8,082-55.2% | $4,296-15.7% |
| Admin fee / account holder | $14,784 | $5,897+150.7% | $7,899+87.2% | $6,918+113.7% |