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 | $76,407-82.4% | $150,298-91.1% | $82,448-83.7% |
| Participation rate | 88.2% | 66.4%+21.8pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 18.18% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $716 | $2,614-72.6% | $4,154-82.8% | $2,551-71.9% |
| Participant deferral / active EE | $362 | $3,214-88.7% | $5,453-93.4% | $4,139-91.3% |
| Admin fee / account holder | $1,066 | $6,352-83.2% | $14,116-92.4% | $7,234-85.3% |