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 | $172,631 | $185,822-7.1% | $169,993+1.6% | $139,434+23.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.24% | 60.50%-47.3pp | 53.37%-40.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,001 | $7,590-60.5% | $6,785-55.8% | $4,751-36.8% |
| Participant deferral / active EE | $5,370 | $11,622-53.8% | $10,408-48.4% | $6,710-20.0% |
| Admin fee / account holder | $63,243 | $15,381+311.2% | $12,815+393.5% | $11,403+454.6% |