Filed August 1, 2018 (most recent of 2 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 | $149,579 | $73,787+102.7% | $98,716+51.5% | $82,448+81.4% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.3%+27.6pp | 68.1%+28.8pp |
| Annual return | 20.82% | 18.57%+2.3pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $9,130 | $1,511+504.1% | $2,279+300.7% | $2,551+257.9% |
| Participant deferral / active EE | $14,023 | $3,081+355.1% | $4,048+246.4% | $4,139+238.8% |
| Admin fee / account holder | $13,103 | $6,500+101.6% | $8,703+50.6% | $7,234+81.1% |