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 | $78,254 | $138,347-43.4% | $184,203-57.5% | $80,856-3.2% |
| Participation rate | 86.4% | 83.9%+2.6pp | 86.8%-0.4pp | 67.6%+18.8pp |
| Annual return | 12.53% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,019 | $4,850-37.8% | $6,427-53.0% | $2,755+9.6% |
| Participant deferral / active EE | $3,135 | $7,071-55.7% | $9,131-65.7% | $4,296-27.0% |
| Admin fee / account holder | $16,467 | $10,483+57.1% | $13,901+18.5% | $6,918+138.0% |