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 | $107,665 | $122,239-11.9% | $184,203-41.6% | $74,495+44.5% |
| Participation rate | 98.0% | 85.5%+12.6pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 15.25% | 19.95%-4.7pp | 28.81%-13.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,039 | $4,537-11.0% | $6,427-37.1% | $2,623+54.0% |
| Participant deferral / active EE | $7,669 | $7,139+7.4% | $9,131-16.0% | $4,346+76.5% |
| Admin fee / account holder | $5,855 | $1,260+364.8% | $13,901-57.9% | $1,942+201.6% |