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 | $63,854 | $125,758-49.2% | $169,993-62.4% | $75,163-15.0% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.0%+0.5pp | 67.2%+20.3pp |
| Annual return | 16.39% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,026 | $4,615-12.8% | $6,785-40.7% | $2,670+50.8% |
| Participant deferral / active EE | $6,309 | $6,837-7.7% | $10,408-39.4% | $4,125+52.9% |
| Admin fee / account holder | $3,016 | $8,173-63.1% | $12,815-76.5% | $5,651-46.6% |