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 | $124,833 | $123,793+0.8% | $177,821-29.8% | $79,858+56.3% |
| Participation rate | 89.6% | 84.7%+4.9pp | 87.7%+1.8pp | 69.6%+19.9pp |
| Annual return | 19.17% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $4,054 | $4,095-1.0% | $5,918-31.5% | $2,471+64.1% |
| Participant deferral / active EE | $7,173 | $5,956+20.4% | $7,714-7.0% | $3,740+91.8% |
| Admin fee / account holder | $2,687 | $7,243-62.9% | $12,427-78.4% | $5,306-49.4% |