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 | $47,918 | $90,348-47.0% | $75,972-36.9% | $145,922-67.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 10.46% | 620.88%-610.4pp | 359.55%-349.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,795 | $3,311-15.6% | $2,685+4.1% | $4,660-40.0% |
| Participant deferral / active EE | $5,466 | $5,162+5.9% | $4,255+28.5% | $6,688-18.3% |
| Admin fee / account holder | $447 | $8,467-94.7% | $6,467-93.1% | $13,397-96.7% |