Filed November 16, 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 | $62,732 | $52,681+19.1% | $75,781-17.2% | $59,632+5.2% |
| Participation rate | 83.3% | 67.2%+16.1pp | 75.8%+7.5pp | 68.7%+14.7pp |
| Annual return | 6.86% | 2.95%+3.9pp | 9.68%-2.8pp | 2041.28%-2034.4pp |
| Employer contribution / active EE | $1,871 | $2,193-14.7% | $3,323-43.7% | $2,203-15.0% |
| Participant deferral / active EE | $5,244 | $2,591+102.4% | $3,651+43.6% | $3,192+64.3% |
| Admin fee / account holder | $2,703 | $3,610-25.1% | $5,299-49.0% | $4,297-37.1% |