Filed December 18, 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 | $32,902 | $82,032-59.9% | $123,104-73.3% | $59,632-44.8% |
| Participation rate | 95.0% | 83.2%+11.8pp | 86.8%+8.2pp | 68.7%+26.3pp |
| Annual return | 0.84% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,867 | $3,297-43.4% | $5,151-63.8% | $2,203-15.2% |
| Participant deferral / active EE | $2,940 | $4,667-37.0% | $6,230-52.8% | $3,192-7.9% |
| Admin fee / account holder | $2,407 | $5,881-59.1% | $9,015-73.3% | $4,297-44.0% |