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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,983 | $167,484-26.6% | $151,611-18.9% | $134,475-8.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.81% | 7.80%-34.6pp | 3.33%-30.1pp | 417.96%-444.8pp |
| Employer contribution / active EE | $4,524 | $6,829-33.8% | $6,166-26.6% | $4,740-4.6% |
| Participant deferral / active EE | $4,524 | $8,986-49.7% | $8,363-45.9% | $6,400-29.3% |
| Admin fee / account holder | $8,077 | $13,783-41.4% | $11,616-30.5% | $11,426-29.3% |