Filed November 28, 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 | $59,281 | $94,529-37.3% | $140,016-57.7% | $64,186-7.6% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -2.00% | 7.77%-9.8pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,881 | $3,812-24.4% | $5,606-48.6% | $2,381+21.0% |
| Participant deferral / active EE | $4,241 | $5,250-19.2% | $6,927-38.8% | $3,470+22.2% |
| Admin fee / account holder | $11,309 | $6,741+67.8% | $10,705+5.6% | $4,888+131.4% |