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 | $53,718 | $74,888-28.3% | $71,209-24.6% | $142,382-62.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.40% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $10,109 | $2,854+254.2% | $2,721+271.5% | $4,299+135.1% |
| Participant deferral / active EE | $9,239 | $4,454+107.4% | $4,175+121.3% | $6,507+42.0% |
| Admin fee / account holder | $1,464 | $5,568-73.7% | $5,349-72.6% | $12,624-88.4% |