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 | $52,388 | $100,852-48.1% | $90,404-42.1% | $158,922-67.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.19% | 1724.20%-1700.0pp | 1293.02%-1268.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $8,884 | $3,689+140.9% | $3,262+172.4% | $4,761+86.6% |
| Participant deferral / active EE | $8,704 | $4,348+100.2% | $3,963+119.6% | $5,982+45.5% |
| Admin fee / account holder | $1,884 | $6,501-71.0% | $5,611-66.4% | $11,246-83.2% |