Filed December 28, 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 | $116,978 | $82,664+41.5% | $125,339-6.7% | $68,494+70.8% |
| Participation rate | 95.9% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -17.83% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,917 | $3,381-43.3% | $4,814-60.2% | $2,596-26.1% |
| Participant deferral / active EE | $9,350 | $6,110+53.0% | $7,446+25.6% | $4,027+132.2% |
| Admin fee / account holder | $655 | $6,275-89.6% | $10,010-93.5% | $5,403-87.9% |