Filed July 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 | $118,172 | $46,869+152.1% | $122,332-3.4% | $70,131+68.5% |
| Participation rate | 76.4% | 58.2%+18.2pp | 71.6%+4.7pp | 69.5%+6.8pp |
| Annual return | 14.88% | 24.22%-9.3pp | 30.27%-15.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,693 | $1,288+186.7% | $4,050-8.8% | $2,342+57.6% |
| Participant deferral / active EE | $3,696 | $2,166+70.6% | $3,287+12.5% | $3,332+10.9% |
| Admin fee / account holder | $8,762 | $3,322+163.7% | $5,478+60.0% | $4,645+88.6% |