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 | $38,905 | $109,359-64.4% | $162,163-76.0% | $72,985-46.7% |
| Participation rate | 88.4% | 84.3%+4.1pp | 87.6%+0.8pp | 69.5%+18.9pp |
| Annual return | 22.16% | 25.46%-3.3pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,761 | $3,907-54.9% | $5,614-68.6% | $2,440-27.8% |
| Participant deferral / active EE | $2,746 | $5,481-49.9% | $7,298-62.4% | $3,607-23.9% |
| Admin fee / account holder | $2,898 | $7,972-63.7% | $10,843-73.3% | $5,124-43.5% |