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 | $100,124 | $54,229+84.6% | $70,092+42.8% | $68,494+46.2% |
| Participation rate | 89.2% | 64.5%+24.7pp | 70.5%+18.7pp | 67.9%+21.3pp |
| Annual return | -15.35% | -13.87%-1.5pp | 190.73%-206.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,342 | $2,018+16.1% | $2,559-8.5% | $2,596-9.8% |
| Participant deferral / active EE | $5,199 | $2,956+75.9% | $3,849+35.1% | $4,027+29.1% |
| Admin fee / account holder | $6,753 | $4,694+43.8% | $6,267+7.8% | $5,403+25.0% |