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 | $68,097 | $48,265+41.1% | $68,791-1.0% | $68,494-0.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.20% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $9,026 | $1,829+393.6% | $2,655+239.9% | $2,596+247.7% |
| Participant deferral / active EE | $5,188 | $2,867+81.0% | $3,941+31.6% | $4,027+28.8% |
| Admin fee / account holder | $8,821 | $4,355+102.5% | $4,932+78.9% | $5,403+63.3% |