Filed September 5, 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 | $128,297 | $56,054+128.9% | $171,082-25.0% | $62,891+104.0% |
| Participation rate | 98.3% | 62.9%+35.4pp | 76.7%+21.6pp | 69.3%+29.0pp |
| Annual return | 11.87% | 22.52%-10.6pp | 32.56%-20.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $8,538 | $1,731+393.2% | $4,002+113.3% | $2,281+274.3% |
| Participant deferral / active EE | $13,077 | $3,158+314.1% | $4,797+172.6% | $3,203+308.3% |
| Admin fee / account holder | $8,545 | $3,647+134.3% | $8,520+0.3% | $4,296+98.9% |