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 | $33,620 | $82,286-59.1% | $68,791-51.1% | $134,475-75.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.00% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,673 | $3,301-49.3% | $2,655-37.0% | $4,740-64.7% |
| Participant deferral / active EE | $4,089 | $4,739-13.7% | $3,941+3.8% | $6,400-36.1% |
| Admin fee / account holder | $2,250 | $6,481-65.3% | $4,932-54.4% | $11,426-80.3% |