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 | $133,714 | $232,540-42.5% | $185,117-27.8% | $147,584-9.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.32% | 43.03%-27.7pp | 40.50%-25.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $8,056 | $5,195+55.1% | $4,182+92.6% | $4,876+65.2% |
| Participant deferral / active EE | $9,479 | $5,834+62.5% | $5,045+87.9% | $5,439+74.3% |
| Admin fee / account holder | $10,573 | $10,275+2.9% | $8,159+29.6% | $10,885-2.9% |