Filed November 26, 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 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 | $140,075 | $183,963-23.9% | $162,163-13.6% | $152,861-8.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.22% | 150.76%-128.5pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,666 | $6,371-58.1% | $5,614-52.5% | $4,762-44.0% |
| Participant deferral / active EE | $4,438 | $8,034-44.8% | $7,298-39.2% | $5,850-24.1% |
| Admin fee / account holder | $3,334 | $13,121-74.6% | $10,843-69.3% | $11,596-71.3% |