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 | $74,927+99.6% | $101,794+46.9% | $84,808+76.4% |
| Participation rate | 96.9% | 61.4%+35.5pp | 69.2%+27.7pp | 68.3%+28.6pp |
| Annual return | 20.82% | 18.70%+2.1pp | 30.53%-9.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $9,130 | $1,522+499.9% | $2,289+298.9% | $2,631+247.0% |
| Participant deferral / active EE | $14,023 | $3,099+352.5% | $4,084+243.4% | $4,212+233.0% |
| Admin fee / account holder | $13,103 | $6,514+101.2% | $8,777+49.3% | $7,344+78.4% |