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 | $44,347 | $63,346-30.0% | $92,233-51.9% | $70,131-36.8% |
| Participation rate | 88.2% | 68.7%+19.5pp | 76.5%+11.7pp | 69.5%+18.6pp |
| Annual return | 15.66% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,617 | $2,471-34.6% | $3,679-56.1% | $2,342-31.0% |
| Participant deferral / active EE | $4,776 | $2,854+67.3% | $3,897+22.6% | $3,332+43.3% |
| Admin fee / account holder | $5,108 | $3,840+33.0% | $5,194-1.6% | $4,645+10.0% |