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 | $168,452 | $209,832-19.7% | $189,513-11.1% | $167,490+0.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.76% | 748.27%-733.5pp | 555.15%-540.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,030 | $6,914-27.2% | $6,162-18.4% | $4,837+4.0% |
| Participant deferral / active EE | $5,030 | $8,935-43.7% | $8,221-38.8% | $6,341-20.7% |
| Admin fee / account holder | $24,023 | $14,293+68.1% | $12,045+99.4% | $12,309+95.2% |