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 | $34,462 | $110,094-68.7% | $151,611-77.3% | $68,494-49.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 87.5%+8.0pp | 67.9%+27.6pp |
| Annual return | -13.96% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,036 | $4,471-54.4% | $6,166-67.0% | $2,596-21.6% |
| Participant deferral / active EE | $3,961 | $6,527-39.3% | $8,363-52.6% | $4,027-1.6% |
| Admin fee / account holder | $2,406 | $7,719-68.8% | $11,616-79.3% | $5,403-55.5% |