Filed September 25, 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 | $90,256 | $63,764+41.5% | $81,930+10.2% | $79,858+13.0% |
| Participation rate | 88.0% | 67.5%+20.5pp | 72.0%+16.0pp | 69.6%+18.4pp |
| Annual return | 14.60% | 22.66%-8.1pp | 29.49%-14.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $4,368 | $1,795+143.3% | $4,310+1.3% | $2,471+76.8% |
| Participant deferral / active EE | $4,708 | $2,780+69.3% | $7,107-33.8% | $3,740+25.9% |
| Admin fee / account holder | $11,260 | $4,426+154.4% | $5,158+118.3% | $5,306+112.2% |