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 | $153,911 | $96,484+59.5% | $75,886+102.8% | $152,861+0.7% |
| Participation rate | 95.7% | 76.2%+19.5pp | 69.3%+26.4pp | 82.4%+13.2pp |
| Annual return | 28.73% | 33.98%-5.2pp | 30.76%-2.0pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,409 | $3,309-27.2% | $2,500-3.7% | $4,762-49.4% |
| Participant deferral / active EE | $6,509 | $4,553+43.0% | $3,603+80.7% | $5,850+11.3% |
| Admin fee / account holder | $15,008 | $8,078+85.8% | $5,418+177.0% | $11,596+29.4% |