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 | $164,161 | $62,672+161.9% | $185,117-11.3% | $70,131+134.1% |
| Participation rate | 98.3% | 63.8%+34.5pp | 77.3%+21.0pp | 69.5%+28.7pp |
| Annual return | 16.88% | 40.79%-23.9pp | 40.50%-23.6pp | 73.14%-56.3pp |
| Employer contribution / active EE | $8,971 | $1,753+411.7% | $4,182+114.5% | $2,342+283.0% |
| Participant deferral / active EE | $14,441 | $3,272+341.4% | $5,045+186.2% | $3,332+333.4% |
| Admin fee / account holder | $780 | $3,932-80.2% | $8,159-90.4% | $4,645-83.2% |