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 | $54,303 | $110,094-50.7% | $151,611-64.2% | $68,494-20.7% |
| Participation rate | 93.5% | 84.0%+9.5pp | 87.5%+6.0pp | 67.9%+25.6pp |
| Annual return | -13.20% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,852 | $4,471-58.6% | $6,166-70.0% | $2,596-28.7% |
| Participant deferral / active EE | $3,130 | $6,527-52.0% | $8,363-62.6% | $4,027-22.3% |
| Admin fee / account holder | $4,128 | $7,719-46.5% | $11,616-64.5% | $5,403-23.6% |