Filed December 12, 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 | $231,076 | $80,812+185.9% | $160,784+43.7% | $82,448+180.3% |
| Participation rate | 97.1% | 66.2%+30.9pp | 77.0%+20.2pp | 68.1%+29.1pp |
| Annual return | 18.14% | 100.59%-82.4pp | 1803.92%-1785.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $14,734 | $2,174+577.8% | $3,733+294.7% | $2,551+477.6% |
| Participant deferral / active EE | $14,276 | $4,335+229.3% | $6,293+126.9% | $4,139+244.9% |
| Admin fee / account holder | $56,559 | $7,695+635.0% | $9,717+482.1% | $7,234+681.8% |