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 | $125,851 | $74,927+68.0% | $101,794+23.6% | $84,808+48.4% |
| Participation rate | 81.6% | 61.4%+20.2pp | 69.2%+12.4pp | 68.3%+13.3pp |
| Annual return | 13.89% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,087 | $1,522+37.1% | $2,289-8.8% | $2,631-20.7% |
| Participant deferral / active EE | $6,607 | $3,099+113.2% | $4,084+61.8% | $4,212+56.9% |
| Admin fee / account holder | $35,308 | $6,514+442.0% | $8,777+302.3% | $7,344+380.8% |