Filed September 26, 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 | $45,652 | $94,529-51.7% | $140,016-67.4% | $64,186-28.9% |
| Participation rate | 89.3% | 84.1%+5.2pp | 87.5%+1.8pp | 69.6%+19.7pp |
| Annual return | 6.33% | 7.77%-1.4pp | 651.12%-644.8pp | 7.63%-1.3pp |
| Employer contribution / active EE | $1,687 | $3,812-55.7% | $5,606-69.9% | $2,381-29.1% |
| Participant deferral / active EE | $2,853 | $5,250-45.7% | $6,927-58.8% | $3,470-17.8% |
| Admin fee / account holder | $7,502 | $6,741+11.3% | $10,705-29.9% | $4,888+53.5% |