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 | $105,786 | $69,515+52.2% | $86,874+21.8% | $85,850+23.2% |
| Participation rate | 88.6% | 66.3%+22.3pp | 71.6%+17.0pp | 69.3%+19.3pp |
| Annual return | 12.87% | 20.12%-7.3pp | 63.52%-50.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,962 | $1,880+4.3% | $2,495-21.4% | $2,565-23.5% |
| Participant deferral / active EE | $4,723 | $2,919+61.8% | $3,699+27.7% | $3,952+19.5% |
| Admin fee / account holder | $13,314 | $5,972+122.9% | $5,828+128.4% | $6,260+112.7% |