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 | $40,045 | $100,041-60.0% | $149,718-73.3% | $70,131-42.9% |
| Participation rate | 93.5% | 83.6%+9.9pp | 87.1%+6.4pp | 69.5%+23.9pp |
| Annual return | 14.52% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,890 | $3,662-48.4% | $5,445-65.3% | $2,342-19.3% |
| Participant deferral / active EE | $3,514 | $4,983-29.5% | $6,569-46.5% | $3,332+5.5% |
| Admin fee / account holder | $4,195 | $8,286-49.4% | $11,283-62.8% | $4,645-9.7% |