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 | $203,389 | $52,580+286.8% | $71,671+183.8% | $70,131+190.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.61% | 20.25%-5.6pp | 20.65%-6.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $12,889 | $1,616+697.7% | $2,460+424.0% | $2,342+450.2% |
| Participant deferral / active EE | $8,532 | $2,386+257.6% | $3,438+148.2% | $3,332+156.1% |
| Admin fee / account holder | $13,411 | $3,653+267.1% | $5,558+141.3% | $4,645+188.7% |