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 | $54,965 | $125,758-56.3% | $169,993-67.7% | $75,163-26.9% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 15.40% | 27.20%-11.8pp | 53.37%-38.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,492 | $4,615-46.0% | $6,785-63.3% | $2,670-6.7% |
| Participant deferral / active EE | $5,072 | $6,837-25.8% | $10,408-51.3% | $4,125+23.0% |
| Admin fee / account holder | $2,363 | $8,173-71.1% | $12,815-81.6% | $5,651-58.2% |