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 | $37,128 | $90,348-58.9% | $75,972-51.1% | $145,922-74.6% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.1%+13.3pp | 80.3%+2.1pp |
| Annual return | 11.60% | 620.88%-609.3pp | 359.55%-347.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,052 | $3,311-68.2% | $2,685-60.8% | $4,660-77.4% |
| Participant deferral / active EE | $2,553 | $5,162-50.5% | $4,255-40.0% | $6,688-61.8% |
| Admin fee / account holder | $1,572 | $8,467-81.4% | $6,467-75.7% | $13,397-88.3% |