Filed August 1, 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 | $124,797 | $100,041+24.7% | $149,718-16.6% | $70,131+77.9% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 20.62% | 27.43%-6.8pp | 1501.63%-1481.0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $5,202 | $3,662+42.1% | $5,445-4.5% | $2,342+122.1% |
| Participant deferral / active EE | $7,499 | $4,983+50.5% | $6,569+14.2% | $3,332+125.1% |
| Admin fee / account holder | $15,705 | $8,286+89.5% | $11,283+39.2% | $4,645+238.1% |