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 | $36,068 | $95,266-62.1% | $82,389-56.2% | $142,382-74.7% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 15.05% | 25.74%-10.7pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,307 | $2,991-56.3% | $2,517-48.1% | $4,299-69.6% |
| Participant deferral / active EE | $3,312 | $4,809-31.1% | $4,155-20.3% | $6,507-49.1% |
| Admin fee / account holder | $10,256 | $8,563+19.8% | $7,231+41.8% | $12,624-18.8% |