Filed September 5, 2017 (most recent of 4 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,653 | $138,065-12.6% | $123,544-2.3% | $135,375-10.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.88% | 153.68%-154.6pp | 119.20%-120.1pp | 519.73%-520.6pp |
| Employer contribution / active EE | $10,054 | $5,151+95.2% | $4,628+117.2% | $4,779+110.4% |
| Participant deferral / active EE | $16,218 | $6,799+138.5% | $6,426+152.4% | $5,609+189.2% |
| Admin fee / account holder | $8,176 | $10,916-25.1% | $9,284-11.9% | $10,827-24.5% |