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 | $47,220 | $97,757-51.7% | $83,848-43.7% | $135,375-65.1% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -6.28% | 1287.37%-1293.6pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,349 | $4,222+74.1% | $3,631+102.4% | $4,779+53.8% |
| Participant deferral / active EE | $6,405 | $4,682+36.8% | $4,082+56.9% | $5,609+14.2% |
| Admin fee / account holder | $727 | $6,674-89.1% | $5,478-86.7% | $10,827-93.3% |