Filed January 2, 2019 (most recent of 6 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 | $236,748 | $109,359+116.5% | $162,163+46.0% | $72,985+224.4% |
| Participation rate | 96.2% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.7pp |
| Annual return | 22.16% | 25.46%-3.3pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $6,831 | $3,907+74.8% | $5,614+21.7% | $2,440+180.0% |
| Participant deferral / active EE | $8,046 | $5,481+46.8% | $7,298+10.2% | $3,607+123.0% |
| Admin fee / account holder | $40,554 | $7,972+408.7% | $10,843+274.0% | $5,124+691.4% |