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 | $109,094 | $100,041+9.0% | $149,718-27.1% | $70,131+55.6% |
| Participation rate | 83.6% | 83.6%0pp | 87.1%-3.4pp | 69.5%+14.1pp |
| Annual return | 17.82% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,433 | $3,662-6.3% | $5,445-37.0% | $2,342+46.5% |
| Participant deferral / active EE | $6,902 | $4,983+38.5% | $6,569+5.1% | $3,332+107.1% |
| Admin fee / account holder | $1,625 | $8,286-80.4% | $11,283-85.6% | $4,645-65.0% |