Filed November 28, 2018 (most recent of 3 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.
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 | $83,347 | $138,347-39.8% | $184,203-54.8% | $80,856+3.1% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 9.53% | 20.02%-10.5pp | 28.81%-19.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $4,033 | $4,850-16.9% | $6,427-37.3% | $2,755+46.4% |
| Participant deferral / active EE | $6,684 | $7,071-5.5% | $9,131-26.8% | $4,296+55.6% |
| Admin fee / account holder | $1,388 | $10,483-86.8% | $13,901-90.0% | $6,918-79.9% |