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 | $39,361 | $102,616-61.6% | $81,983-52.0% | $158,922-75.2% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 11.27% | 61.04%-49.8pp | 41.31%-30.0pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,119 | $3,240-65.5% | $2,498-55.2% | $4,761-76.5% |
| Participant deferral / active EE | $2,259 | $4,648-51.4% | $3,722-39.3% | $5,982-62.2% |
| Admin fee / account holder | $6,173 | $8,235-25.0% | $5,664+9.0% | $11,246-45.1% |