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 | $64,385 | $123,793-48.0% | $177,821-63.8% | $79,858-19.4% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 14.31% | 22.82%-8.5pp | 48.32%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,693 | $4,095-34.3% | $5,918-54.5% | $2,471+9.0% |
| Participant deferral / active EE | $4,496 | $5,956-24.5% | $7,714-41.7% | $3,740+20.2% |
| Admin fee / account holder | $2,742 | $7,243-62.1% | $12,427-77.9% | $5,306-48.3% |