Filed August 1, 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 | $77,963 | $43,327+79.9% | $59,878+30.2% | $64,186+21.5% |
| Participation rate | 82.1% | 69.2%+12.9pp | 74.7%+7.4pp | 69.6%+12.5pp |
| Annual return | -4.21% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,042 | $2,028+0.7% | $2,722-25.0% | $2,381-14.2% |
| Participant deferral / active EE | $4,531 | $2,546+78.0% | $3,402+33.2% | $3,470+30.6% |
| Admin fee / account holder | $5,945 | $3,005+97.8% | $3,590+65.6% | $4,888+21.6% |