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 | $95,768 | $110,094-13.0% | $151,611-36.8% | $68,494+39.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -10.38% | -10.12%-0.3pp | 3.33%-13.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $4,241 | $4,471-5.1% | $6,166-31.2% | $2,596+63.4% |
| Participant deferral / active EE | $8,066 | $6,527+23.6% | $8,363-3.6% | $4,027+100.3% |
| Admin fee / account holder | $25,898 | $7,719+235.5% | $11,616+123.0% | $5,403+379.4% |