Filed October 10, 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 | $24,771 | $77,813-68.2% | $123,544-79.9% | $64,186-61.4% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | 0.09% | 12.48%-12.4pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $3,011 | $3,014-0.1% | $4,628-34.9% | $2,381+26.5% |
| Participant deferral / active EE | $4,539 | $5,240-13.4% | $6,426-29.4% | $3,470+30.8% |
| Admin fee / account holder | $2,034 | $5,519-63.1% | $9,284-78.1% | $4,888-58.4% |