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 | $116,881 | $109,359+6.9% | $162,163-27.9% | $72,985+60.1% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 21.85% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,735 | $3,907-4.4% | $5,614-33.5% | $2,440+53.1% |
| Participant deferral / active EE | $7,662 | $5,481+39.8% | $7,298+5.0% | $3,607+112.4% |
| Admin fee / account holder | $11,259 | $7,972+41.2% | $10,843+3.8% | $5,124+119.7% |