Filed September 27, 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 | $32,533 | $176,662-81.6% | $130,648-75.1% | $152,861-78.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 4.11% | 2692.24%-2688.1pp | 1708.96%-1704.8pp | 345.32%-341.2pp |
| Employer contribution / active EE | $10,861 | $5,742+89.1% | $4,092+165.4% | $4,762+128.1% |
| Participant deferral / active EE | $949 | $4,361-78.2% | $3,603-73.7% | $5,850-83.8% |
| Admin fee / account holder | $5,194 | $7,133-27.2% | $5,464-5.0% | $11,596-55.2% |