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 | $48,145 | $100,041-51.9% | $149,718-67.8% | $70,131-31.3% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 14.71% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,448 | $3,662-60.5% | $5,445-73.4% | $2,342-38.2% |
| Participant deferral / active EE | $2,751 | $4,983-44.8% | $6,569-58.1% | $3,332-17.4% |
| Admin fee / account holder | $958 | $8,286-88.4% | $11,283-91.5% | $4,645-79.4% |