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 | $196,923 | $102,605+91.9% | $145,661+35.2% | $84,808+132.2% |
| Participation rate | 92.1% | 74.3%+17.9pp | 77.2%+14.9pp | 68.3%+23.8pp |
| Annual return | 18.99% | 26.50%-7.5pp | 101.46%-82.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $13,682 | $3,325+311.5% | $4,238+222.9% | $2,631+420.0% |
| Participant deferral / active EE | $19,235 | $5,750+234.5% | $7,198+167.2% | $4,212+356.7% |
| Admin fee / account holder | $13,292 | $8,758+51.8% | $12,466+6.6% | $7,344+81.0% |