Filed September 25, 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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,494 | $58,927-0.7% | $76,817-23.9% | $72,985-19.9% |
| Participation rate | 90.3% | 67.3%+23.0pp | 72.1%+18.2pp | 69.5%+20.8pp |
| Annual return | 13.83% | 2305.64%-2291.8pp | 1166.11%-1152.3pp | 81.00%-67.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,272 | $2,690+58.8% | $3,336+28.1% | $3,607+18.4% |
| Admin fee / account holder | $3,154 | $4,013-21.4% | $6,420-50.9% | $5,124-38.5% |