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 | $108,091 | $148,978-27.4% | $200,582-46.1% | $84,808+27.5% |
| Participation rate | 86.6% | 84.2%+2.4pp | 86.9%-0.3pp | 68.3%+18.3pp |
| Annual return | 19.91% | 28.16%-8.2pp | 42.33%-22.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,810 | $4,815-20.9% | $6,419-40.6% | $2,631+44.8% |
| Participant deferral / active EE | $6,603 | $7,142-7.5% | $9,331-29.2% | $4,212+56.8% |
| Admin fee / account holder | $2,735 | $13,977-80.4% | $16,305-83.2% | $7,344-62.8% |