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 | $134,274 | $71,050+89.0% | $93,606+43.4% | $80,856+66.1% |
| Participation rate | 82.7% | 60.4%+22.3pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 11.05% | 11.26%-0.2pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,394 | $1,564+53.1% | $2,420-1.1% | $2,755-13.1% |
| Participant deferral / active EE | $6,783 | $4,034+68.2% | $4,411+53.8% | $4,296+57.9% |
| Admin fee / account holder | $11,985 | $6,945+72.6% | $8,285+44.7% | $6,918+73.2% |