Filed April 5, 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 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 | $181,141 | $183,963-1.5% | $162,163+11.7% | $152,861+18.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 128.72% | 150.76%-22.0pp | 115.59%+13.1pp | 345.32%-216.6pp |
| Employer contribution / active EE | $5,143 | $6,371-19.3% | $5,614-8.4% | $4,762+8.0% |
| Participant deferral / active EE | $5,143 | $8,034-36.0% | $7,298-29.5% | $5,850-12.1% |
| Admin fee / account holder | $7,344 | $13,121-44.0% | $10,843-32.3% | $11,596-36.7% |