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 | $17,886 | $46,553-61.6% | $64,056-72.1% | $75,163-76.2% |
| Participation rate | 73.5% | 65.9%+7.6pp | 72.3%+1.2pp | 67.2%+6.3pp |
| Annual return | 12.38% | 26.03%-13.7pp | 33.69%-21.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,050 | $1,974+3.9% | $2,747-25.3% | $2,670-23.2% |
| Participant deferral / active EE | $2,661 | $2,837-6.2% | $3,880-31.4% | $4,125-35.5% |
| Admin fee / account holder | $1,689 | $2,952-42.8% | $3,068-45.0% | $5,651-70.1% |