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 8-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 | $12,103 | $54,229-77.7% | $70,092-82.7% | $68,494-82.3% |
| Participation rate | 94.8% | 64.5%+30.3pp | 70.5%+24.4pp | 67.9%+26.9pp |
| Annual return | -11.62% | -13.87%+2.2pp | 190.73%-202.4pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,751 | $2,018-13.3% | $2,559-31.6% | $2,596-32.6% |
| Participant deferral / active EE | $2,953 | $2,956-0.1% | $3,849-23.3% | $4,027-26.7% |
| Admin fee / account holder | $424 | $4,694-91.0% | $6,267-93.2% | $5,403-92.2% |