Filed August 15, 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 | $13,438 | $80,717-83.4% | $154,803-91.3% | $84,808-84.2% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.2pp | 68.3%+19.9pp |
| Annual return | 18.18% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $716 | $2,761-74.1% | $4,305-83.4% | $2,631-72.8% |
| Participant deferral / active EE | $362 | $3,303-89.0% | $5,540-93.5% | $4,212-91.4% |
| Admin fee / account holder | $1,066 | $6,746-84.2% | $14,329-92.6% | $7,344-85.5% |