Filed December 12, 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 | $166,636 | $99,341+67.7% | $84,750+96.6% | $273,961-39.2% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 5.80% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,334 | $4,214-20.9% | $3,574-6.7% | $4,869-31.5% |
| Participant deferral / active EE | $6,054 | $4,269+41.8% | $3,712+63.1% | $5,287+14.5% |
| Admin fee / account holder | $1,867 | $6,644-71.9% | $5,332-65.0% | $10,132-81.6% |