Filed April 23, 2018
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 | $76,009 | $138,044-44.9% | $125,339-39.4% | $134,475-43.5% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -13.90% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,480 | $5,243-33.6% | $4,814-27.7% | $4,740-26.6% |
| Participant deferral / active EE | $9,413 | $7,799+20.7% | $7,446+26.4% | $6,400+47.1% |
| Admin fee / account holder | $8,800 | $11,571-23.9% | $10,010-12.1% | $11,426-23.0% |