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 | $44,674 | $110,094-59.4% | $151,611-70.5% | $68,494-34.8% |
| Participation rate | 98.2% | 84.0%+14.2pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -14.03% | -10.12%-3.9pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,280 | $4,471-49.0% | $6,166-63.0% | $2,596-12.2% |
| Participant deferral / active EE | $4,894 | $6,527-25.0% | $8,363-41.5% | $4,027+21.5% |
| Admin fee / account holder | $16,954 | $7,719+119.6% | $11,616+46.0% | $5,403+213.8% |