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 | $69,535 | $137,414-49.4% | $189,513-63.3% | $85,850-19.0% |
| Participation rate | 78.2% | 84.6%-6.4pp | 87.8%-9.6pp | 69.3%+8.9pp |
| Annual return | 16.68% | 38.14%-21.5pp | 555.15%-538.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,831 | $4,344-34.8% | $6,162-54.1% | $2,565+10.4% |
| Participant deferral / active EE | $5,019 | $6,260-19.8% | $8,221-38.9% | $3,952+27.0% |
| Admin fee / account holder | $11,557 | $8,630+33.9% | $12,045-4.0% | $6,260+84.6% |