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 | $44,005 | $109,359-59.8% | $162,163-72.9% | $72,985-39.7% |
| Participation rate | 97.2% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.7pp |
| Annual return | 17.61% | 25.46%-7.9pp | 115.59%-98.0pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,204 | $3,907-43.6% | $5,614-60.7% | $2,440-9.7% |
| Participant deferral / active EE | $3,782 | $5,481-31.0% | $7,298-48.2% | $3,607+4.8% |
| Admin fee / account holder | $17,852 | $7,972+123.9% | $10,843+64.7% | $5,124+248.4% |