Filed August 1, 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 | $49,825 | $94,529-47.3% | $140,016-64.4% | $64,186-22.4% |
| Participation rate | 98.1% | 84.1%+14.0pp | 87.5%+10.6pp | 69.6%+28.5pp |
| Annual return | -3.76% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,269 | $3,812-40.5% | $5,606-59.5% | $2,381-4.7% |
| Participant deferral / active EE | $4,539 | $5,250-13.5% | $6,927-34.5% | $3,470+30.8% |
| Admin fee / account holder | $18,418 | $6,741+173.2% | $10,705+72.0% | $4,888+276.8% |