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 | $27,502 | $96,484-71.5% | $75,886-63.8% | $152,861-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.94% | 33.98%-11.0pp | 30.76%-7.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,622 | $3,309-51.0% | $2,500-35.1% | $4,762-65.9% |
| Participant deferral / active EE | $3,462 | $4,553-24.0% | $3,603-3.9% | $5,850-40.8% |
| Admin fee / account holder | $1,291 | $8,078-84.0% | $5,418-76.2% | $11,596-88.9% |