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 | $38,218 | $104,664-63.5% | $85,682-55.4% | $167,490-77.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.23% | 21.45%-9.2pp | 21.49%-9.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,746 | $3,337-47.7% | $2,618-33.3% | $4,837-63.9% |
| Participant deferral / active EE | $3,957 | $4,824-18.0% | $3,923+0.9% | $6,341-37.6% |
| Admin fee / account holder | $1,253 | $10,032-87.5% | $6,873-81.8% | $12,309-89.8% |