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 | $132,369 | $102,966+28.6% | $90,281+46.6% | $152,861-13.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 19.46% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,326 | $3,139+165.3% | $2,854+191.7% | $4,762+74.8% |
| Participant deferral / active EE | $14,293 | $4,281+233.8% | $3,885+267.9% | $5,850+144.3% |
| Admin fee / account holder | $2,823 | $6,171-54.3% | $5,351-47.3% | $11,596-75.7% |