Filed March 14, 2018 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,058 | $98,750-17.9% | $149,696-45.9% | $79,858+1.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 27.03% | 27.43%-0.4pp | 276.60%-249.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $1,990 | $3,216-38.1% | $4,644-57.2% | $2,471-19.5% |
| Participant deferral / active EE | $557 | $5,680-90.2% | $6,842-91.9% | $3,740-85.1% |
| Admin fee / account holder | $392 | $6,053-93.5% | $9,309-95.8% | $5,306-92.6% |