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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $12,778 | $68,719-81.4% | $91,541-86.0% | $84,808-84.9% |
| Participation rate | 90.3% | 64.5%+25.8pp | 69.8%+20.5pp | 68.3%+22.0pp |
| Annual return | 19.87% | 19.12%+0.7pp | 20.50%-0.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,544 | $1,920-19.6% | $2,505-38.3% | $2,631-41.3% |
| Participant deferral / active EE | $2,977 | $3,136-5.1% | $4,008-25.7% | $4,212-29.3% |
| Admin fee / account holder | $743 | $5,786-87.2% | $6,956-89.3% | $7,344-89.9% |