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 | $103,516 | $65,561+57.9% | $86,188+20.1% | $75,163+37.7% |
| Participation rate | 80.7% | 60.5%+20.2pp | 69.0%+11.7pp | 67.2%+13.5pp |
| Annual return | 16.03% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,244 | $1,553+44.5% | $2,380-5.7% | $2,670-15.9% |
| Participant deferral / active EE | $6,284 | $3,024+107.8% | $3,985+57.7% | $4,125+52.3% |
| Admin fee / account holder | $1,533 | $5,474-72.0% | $6,852-77.6% | $5,651-72.9% |