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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,872 | $64,480-86.2% | $81,382-89.1% | $80,856-89.0% |
| Participation rate | 74.4% | 63.9%+10.5pp | 69.5%+4.9pp | 67.6%+6.7pp |
| Annual return | -2.25% | 16.34%-18.6pp | 24.73%-27.0pp | 35.59%-37.8pp |
| Employer contribution / active EE | $386 | $1,978-80.5% | $2,463-84.3% | $2,755-86.0% |
| Participant deferral / active EE | $597 | $3,094-80.7% | $3,883-84.6% | $4,296-86.1% |
| Admin fee / account holder | $11,934 | $5,671+110.4% | $5,768+106.9% | $6,918+72.5% |