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 | $220,957 | $167,484+31.9% | $151,611+45.7% | $134,475+64.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.68% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,198 | $6,829-38.5% | $6,166-31.9% | $4,740-11.4% |
| Participant deferral / active EE | $7,623 | $8,986-15.2% | $8,363-8.9% | $6,400+19.1% |
| Admin fee / account holder | $17,855 | $13,783+29.5% | $11,616+53.7% | $11,426+56.3% |