Filed June 21, 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 | $183,034 | $47,944+281.8% | $67,834+169.8% | $62,891+191.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.92% | 11.77%-4.8pp | 138.47%-131.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $11,799 | $1,562+655.3% | $2,403+390.9% | $2,281+417.3% |
| Participant deferral / active EE | $9,358 | $2,247+316.5% | $3,160+196.1% | $3,203+192.2% |
| Admin fee / account holder | $29,512 | $3,712+695.1% | $4,622+538.5% | $4,296+587.0% |