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 | $83,386 | $62,573+33.3% | $85,682-2.7% | $85,850-2.9% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.9%+27.6pp | 69.3%+28.1pp |
| Annual return | 12.40% | 23.77%-11.4pp | 21.49%-9.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $8,443 | $1,757+380.6% | $2,618+222.5% | $2,565+229.2% |
| Participant deferral / active EE | $5,623 | $2,802+100.7% | $3,923+43.4% | $3,952+42.3% |
| Admin fee / account holder | $42,564 | $4,640+817.3% | $6,873+519.3% | $6,260+579.9% |