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 | $116,765 | $68,719+69.9% | $91,541+27.6% | $84,808+37.7% |
| Participation rate | 90.5% | 64.5%+26.0pp | 69.8%+20.7pp | 68.3%+22.2pp |
| Annual return | 16.08% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,845 | $1,920+48.2% | $2,505+13.6% | $2,631+8.1% |
| Participant deferral / active EE | $6,443 | $3,136+105.5% | $4,008+60.8% | $4,212+53.0% |
| Admin fee / account holder | $14,684 | $5,786+153.8% | $6,956+111.1% | $7,344+100.0% |