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 | $200,660 | $214,378-6.4% | $200,5820% | $142,382+40.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 13.53% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,107 | $6,841-54.6% | $6,419-51.6% | $4,299-27.7% |
| Participant deferral / active EE | $4,742 | $9,865-51.9% | $9,331-49.2% | $6,507-27.1% |
| Admin fee / account holder | $1,162 | $17,692-93.4% | $16,305-92.9% | $12,624-90.8% |