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 | $58,979 | $63,346-6.9% | $92,233-36.1% | $70,131-15.9% |
| Participation rate | 83.9% | 68.7%+15.2pp | 76.5%+7.4pp | 69.5%+14.3pp |
| Annual return | 14.38% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,282 | $2,471-48.1% | $3,679-65.2% | $2,342-45.3% |
| Participant deferral / active EE | $3,790 | $2,854+32.8% | $3,897-2.7% | $3,332+13.8% |
| Admin fee / account holder | $980 | $3,840-74.5% | $5,194-81.1% | $4,645-78.9% |