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 | $97,217 | $46,674+108.3% | $117,472-17.2% | $68,494+41.9% |
| Participation rate | 84.1% | 56.8%+27.4pp | 70.6%+13.5pp | 67.9%+16.2pp |
| Annual return | -14.31% | -14.52%+0.2pp | 29.74%-44.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,543 | $1,505+135.5% | $4,176-15.2% | $2,596+36.5% |
| Participant deferral / active EE | $3,511 | $2,636+33.2% | $4,070-13.7% | $4,027-12.8% |
| Admin fee / account holder | $6,859 | $4,020+70.6% | $5,645+21.5% | $5,403+27.0% |