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 | $169,327 | $185,822-8.9% | $169,993-0.4% | $139,434+21.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.70% | 60.50%-21.8pp | 53.37%-14.7pp | 372.94%-334.2pp |
| Employer contribution / active EE | $6,530 | $7,590-14.0% | $6,785-3.8% | $4,751+37.4% |
| Participant deferral / active EE | $6,673 | $11,622-42.6% | $10,408-35.9% | $6,710-0.6% |
| Admin fee / account holder | $12,616 | $15,381-18.0% | $12,815-1.6% | $11,403+10.6% |