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 | $209,849 | $125,758+66.9% | $169,993+23.4% | $75,163+179.2% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 14.48% | 27.20%-12.7pp | 53.37%-38.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,223 | $4,615-30.2% | $6,785-52.5% | $2,670+20.7% |
| Participant deferral / active EE | $6,398 | $6,837-6.4% | $10,408-38.5% | $4,125+55.1% |
| Admin fee / account holder | $34,037 | $8,173+316.4% | $12,815+165.6% | $5,651+502.3% |