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 | $48,568 | $96,635-49.7% | $86,612-43.9% | $139,434-65.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.00% | 106.41%-87.4pp | 591.07%-572.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $8,843 | $3,263+171.0% | $3,022+192.6% | $4,751+86.1% |
| Participant deferral / active EE | $8,781 | $4,836+81.6% | $4,438+97.9% | $6,710+30.9% |
| Admin fee / account holder | $7,468 | $6,408+16.5% | $5,614+33.0% | $11,403-34.5% |