Filed August 1, 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 | $13,816 | $42,894-67.8% | $60,874-77.3% | $68,494-79.8% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -15.59% | -13.98%-1.6pp | 16.90%-32.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,884 | $1,978-4.8% | $2,701-30.3% | $2,596-27.4% |
| Participant deferral / active EE | $3,847 | $2,867+34.2% | $3,817+0.8% | $4,027-4.5% |
| Admin fee / account holder | $1,172 | $3,101-62.2% | $3,224-63.7% | $5,403-78.3% |