Filed October 16, 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 | $43,151 | $87,841-50.9% | $133,980-67.8% | $62,891-31.4% |
| Participation rate | 97.7% | 83.4%+14.3pp | 87.1%+10.6pp | 69.3%+28.4pp |
| Annual return | 6.57% | 12.05%-5.5pp | 29.30%-22.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,509 | $3,483-56.7% | $5,211-71.0% | $2,281-33.8% |
| Participant deferral / active EE | $2,779 | $4,812-42.3% | $6,282-55.8% | $3,203-13.2% |
| Admin fee / account holder | $3,190 | $5,371-40.6% | $9,324-65.8% | $4,296-25.7% |