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 | $106,846 | $94,529+13.0% | $140,016-23.7% | $64,186+66.5% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | -4.20% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,396 | $3,812+15.3% | $5,606-21.6% | $2,381+84.6% |
| Participant deferral / active EE | $8,489 | $5,250+61.7% | $6,927+22.5% | $3,470+144.7% |
| Admin fee / account holder | $4,964 | $6,741-26.4% | $10,705-53.6% | $4,888+1.6% |