Filed March 14, 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 | $84,485 | $45,152+87.1% | $73,843+14.4% | $59,632+41.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.56% | 27.40%-29.0pp | 2267.84%-2269.4pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $6,748 | $1,902+254.8% | $2,787+142.1% | $2,203+206.4% |
| Participant deferral / active EE | $8,576 | $2,574+233.2% | $3,583+139.3% | $3,192+168.7% |
| Admin fee / account holder | $4,735 | $3,516+34.7% | $4,880-3.0% | $4,297+10.2% |