Filed March 14, 2018 (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 | $63,869 | $157,256-59.4% | $141,162-54.8% | $152,861-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.65% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $985 | $5,261-81.3% | $4,735-79.2% | $4,762-79.3% |
| Participant deferral / active EE | $3,033 | $7,109-57.3% | $6,709-54.8% | $5,850-48.1% |
| Admin fee / account holder | $23,667 | $12,120+95.3% | $10,261+130.6% | $11,596+104.1% |