Filed May 2, 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 | $79,416 | $72,114+10.1% | $108,745-27.0% | $62,891+26.3% |
| Participation rate | 96.0% | 74.6%+21.4pp | 77.7%+18.3pp | 69.3%+26.7pp |
| Annual return | 20.53% | 13.41%+7.1pp | 46.22%-25.7pp | 20.14%+0.4pp |
| Employer contribution / active EE | $9,387 | $2,694+248.5% | $3,323+182.5% | $2,281+311.5% |
| Participant deferral / active EE | $12,719 | $4,044+214.5% | $5,121+148.4% | $3,203+297.1% |
| Admin fee / account holder | $11,737 | $4,608+154.7% | $6,144+91.0% | $4,296+173.2% |