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 | $89,355 | $49,173+81.7% | $121,098-26.2% | $75,163+18.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.15% | 55.99%-40.8pp | 985.75%-970.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $5,092 | $1,546+229.5% | $4,164+22.3% | $2,670+90.7% |
| Participant deferral / active EE | $6,181 | $2,628+135.2% | $4,080+51.5% | $4,125+49.8% |
| Admin fee / account holder | $18,982 | $3,942+381.6% | $5,644+236.3% | $5,651+235.9% |