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 | $60,662 | $125,758-51.8% | $169,993-64.3% | $75,163-19.3% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 14.23% | 27.20%-13.0pp | 53.37%-39.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,383 | $4,615-48.4% | $6,785-64.9% | $2,670-10.7% |
| Participant deferral / active EE | $3,889 | $6,837-43.1% | $10,408-62.6% | $4,125-5.7% |
| Admin fee / account holder | $3,575 | $8,173-56.3% | $12,815-72.1% | $5,651-36.7% |