Filed June 19, 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 | $88,032 | $59,805+47.2% | $79,550+10.7% | $68,494+28.5% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.5%+15.1pp | 67.9%+16.7pp |
| Annual return | -16.76% | -12.30%-4.5pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,391 | $1,505+58.9% | $2,413-0.9% | $2,596-7.9% |
| Participant deferral / active EE | $6,453 | $3,024+113.4% | $3,985+61.9% | $4,027+60.2% |
| Admin fee / account holder | $494 | $4,835-89.8% | $6,832-92.8% | $5,403-90.9% |