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 | $116,238 | $132,049-12.0% | $200,582-42.0% | $74,304+56.4% |
| Participation rate | 96.0% | 84.1%+11.9pp | 86.9%+9.1pp | 60.3%+35.7pp |
| Annual return | 15.39% | 22.22%-6.8pp | 42.33%-26.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,630 | $4,558-20.3% | $6,419-43.4% | $2,241+62.0% |
| Participant deferral / active EE | $8,131 | $7,213+12.7% | $9,331-12.9% | $3,767+115.8% |
| Admin fee / account holder | $22,487 | $2,405+835.2% | $16,305+37.9% | $2,969+657.4% |