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 | $43,622 | $123,793-64.8% | $177,821-75.5% | $79,858-45.4% |
| Participation rate | 95.7% | 84.7%+11.1pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 17.32% | 22.82%-5.5pp | 48.32%-31.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,890 | $4,095-53.8% | $5,918-68.1% | $2,471-23.5% |
| Participant deferral / active EE | $3,064 | $5,956-48.6% | $7,714-60.3% | $3,740-18.1% |
| Admin fee / account holder | $765 | $7,243-89.4% | $12,427-93.8% | $5,306-85.6% |