Filed October 10, 2018 (most recent of 3 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 | $128,560 | $94,529+36.0% | $140,016-8.2% | $64,186+100.3% |
| Participation rate | 87.7% | 84.1%+3.6pp | 87.5%+0.2pp | 69.6%+18.1pp |
| Annual return | -3.51% | 7.77%-11.3pp | 651.12%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,296 | $3,812-13.5% | $5,606-41.2% | $2,381+38.5% |
| Participant deferral / active EE | $5,583 | $5,250+6.3% | $6,927-19.4% | $3,470+60.9% |
| Admin fee / account holder | $7,078 | $6,741+5.0% | $10,705-33.9% | $4,888+44.8% |