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 | $50,804 | $95,266-46.7% | $82,389-38.3% | $142,382-64.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 17.54% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,726 | $2,991-42.3% | $2,517-31.4% | $4,299-59.9% |
| Participant deferral / active EE | $4,287 | $4,809-10.8% | $4,155+3.2% | $6,507-34.1% |
| Admin fee / account holder | $1,589 | $8,563-81.4% | $7,231-78.0% | $12,624-87.4% |