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 | $23,717 | $176,377-86.6% | $134,143-82.3% | $158,922-85.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -2.48% | 63.63%-66.1pp | 36.33%-38.8pp | 302.83%-305.3pp |
| Employer contribution / active EE | $3,834 | $5,040-23.9% | $3,704+3.5% | $4,761-19.5% |
| Participant deferral / active EE | $3,615 | $4,091-11.6% | $3,499+3.3% | $5,982-39.6% |
| Admin fee / account holder | $10,077 | $8,718+15.6% | $6,684+50.7% | $11,246-10.4% |