Filed October 30, 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 8-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 | $29,329 | $102,966-71.5% | $90,281-67.5% | $152,861-80.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 97.47% | 95.16%+2.3pp | 78.10%+19.4pp | 345.32%-247.8pp |
| Employer contribution / active EE | $6,875 | $3,139+119.0% | $2,854+140.8% | $4,762+44.4% |
| Participant deferral / active EE | $5,477 | $4,281+27.9% | $3,885+41.0% | $5,850-6.4% |
| Admin fee / account holder | $500 | $6,171-91.9% | $5,351-90.7% | $11,596-95.7% |