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 | $108,512 | $53,777+101.8% | $134,143-19.1% | $79,858+35.9% |
| Participation rate | 93.8% | 58.8%+35.0pp | 72.2%+21.6pp | 69.6%+24.1pp |
| Annual return | 13.51% | 19.01%-5.5pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,496 | $1,321+240.3% | $3,704+21.4% | $2,471+82.0% |
| Participant deferral / active EE | $5,217 | $2,420+115.6% | $3,499+49.1% | $3,740+39.5% |
| Admin fee / account holder | $10,356 | $3,984+159.9% | $6,684+54.9% | $5,306+95.2% |