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 | $57,966 | $109,359-47.0% | $162,163-64.3% | $72,985-20.6% |
| Participation rate | 98.1% | 84.3%+13.9pp | 87.6%+10.6pp | 69.5%+28.6pp |
| Annual return | 18.89% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,338 | $3,907-40.2% | $5,614-58.4% | $2,440-4.2% |
| Participant deferral / active EE | $4,319 | $5,481-21.2% | $7,298-40.8% | $3,607+19.7% |
| Admin fee / account holder | $5,434 | $7,972-31.8% | $10,843-49.9% | $5,124+6.0% |