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 | $88,739 | $56,053+58.3% | $75,972+16.8% | $80,856+9.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.84% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $8,048 | $1,874+329.4% | $2,685+199.7% | $2,755+192.1% |
| Participant deferral / active EE | $5,758 | $3,052+88.7% | $4,255+35.3% | $4,296+34.0% |
| Admin fee / account holder | $7,774 | $5,234+48.5% | $6,467+20.2% | $6,918+12.4% |