Filed August 15, 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 | $36,679 | $171,865-78.7% | $149,718-75.5% | $147,584-75.1% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 20.06% | 2113.22%-2093.2pp | 1501.63%-1481.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,620 | $6,275-74.2% | $5,445-70.2% | $4,876-66.8% |
| Participant deferral / active EE | $2,790 | $7,271-61.6% | $6,569-57.5% | $5,439-48.7% |
| Admin fee / account holder | $1,338 | $13,799-90.3% | $11,283-88.1% | $10,885-87.7% |