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 | $98,701 | $60,892+62.1% | $82,389+19.8% | $84,808+16.4% |
| Participation rate | 95.2% | 63.3%+32.0pp | 69.5%+25.7pp | 68.3%+26.9pp |
| Annual return | 17.96% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $6,587 | $1,779+270.2% | $2,517+161.7% | $2,631+150.4% |
| Participant deferral / active EE | $6,057 | $3,179+90.5% | $4,155+45.8% | $4,212+43.8% |
| Admin fee / account holder | $12,490 | $5,467+128.4% | $7,231+72.7% | $7,344+70.1% |