Filed October 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,744 | $77,899-70.8% | $149,673-84.8% | $75,163-69.7% |
| Participation rate | 79.6% | 65.6%+14.0pp | 78.8%+0.8pp | 67.2%+12.4pp |
| Annual return | 11.10% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $5,936 | $3,137+89.2% | $4,818+23.2% | $2,670+122.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $482 | $5,956-91.9% | $13,210-96.4% | $5,651-91.5% |