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 | $80,276 | $51,175+56.9% | $70,515+13.8% | $75,163+6.8% |
| Participation rate | 97.4% | 60.9%+36.5pp | 68.3%+29.1pp | 67.2%+30.2pp |
| Annual return | 15.43% | 30.02%-14.6pp | 32.77%-17.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $6,742 | $1,826+269.2% | $2,973+126.7% | $2,670+152.5% |
| Participant deferral / active EE | $4,618 | $2,849+62.1% | $4,567+1.1% | $4,125+12.0% |
| Admin fee / account holder | $6,196 | $4,091+51.5% | $6,412-3.4% | $5,651+9.6% |