Filed October 16, 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 | $203,236 | $137,414+47.9% | $189,513+7.2% | $85,850+136.7% |
| Participation rate | 95.1% | 84.6%+10.5pp | 87.8%+7.3pp | 69.3%+25.8pp |
| Annual return | 12.94% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,766 | $4,344-36.3% | $6,162-55.1% | $2,565+7.8% |
| Participant deferral / active EE | $5,094 | $6,260-18.6% | $8,221-38.0% | $3,952+28.9% |
| Admin fee / account holder | $16,976 | $8,630+96.7% | $12,045+40.9% | $6,260+171.2% |