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 | $41,444 | $85,022-51.3% | $70,515-41.2% | $139,434-70.3% |
| Participation rate | 90.0% | 73.9%+16.1pp | 68.3%+21.7pp | 80.3%+9.7pp |
| Annual return | 13.46% | 30.38%-16.9pp | 32.77%-19.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,948 | $3,909-50.2% | $2,973-34.5% | $4,751-59.0% |
| Participant deferral / active EE | $4,405 | $5,890-25.2% | $4,567-3.6% | $6,710-34.4% |
| Admin fee / account holder | $2,979 | $8,906-66.6% | $6,412-53.5% | $11,403-73.9% |