Filed December 12, 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 | $81,811 | $87,841-6.9% | $133,980-38.9% | $62,891+30.1% |
| Participation rate | 83.0% | 83.4%-0.4pp | 87.1%-4.0pp | 69.3%+13.7pp |
| Annual return | 8.57% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,201 | $3,483-8.1% | $5,211-38.6% | $2,281+40.3% |
| Participant deferral / active EE | $6,096 | $4,812+26.7% | $6,282-3.0% | $3,203+90.3% |
| Admin fee / account holder | $4,763 | $5,371-11.3% | $9,324-48.9% | $4,296+10.9% |