Filed December 31, 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 | $72,613 | $58,234+24.7% | $81,783-11.2% | $80,874-10.2% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.4%+1.0pp | 67.6%+5.7pp |
| Annual return | 16.19% | 41.70%-25.5pp | 775.05%-758.9pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,508 | $2,341+7.1% | $2,913-13.9% | $2,756-9.0% |
| Participant deferral / active EE | $4,597 | $3,283+40.0% | $4,320+6.4% | $4,297+7.0% |
| Admin fee / account holder | $12,089 | $4,982+142.7% | $7,380+63.8% | $6,935+74.3% |