Filed May 24, 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 | $39,689 | $87,841-54.8% | $133,980-70.4% | $62,891-36.9% |
| Participation rate | 93.2% | 83.4%+9.8pp | 87.1%+6.1pp | 69.3%+23.9pp |
| Annual return | 6.38% | 12.05%-5.7pp | 29.30%-22.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,565 | $3,483-55.1% | $5,211-70.0% | $2,281-31.4% |
| Participant deferral / active EE | $3,006 | $4,812-37.5% | $6,282-52.1% | $3,203-6.1% |
| Admin fee / account holder | $1,865 | $5,371-65.3% | $9,324-80.0% | $4,296-56.6% |