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 8-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.)
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 | $5,295 | $58,927-91.0% | $76,817-93.1% | $72,985-92.7% |
| Participation rate | 91.4% | 67.3%+24.1pp | 72.1%+19.3pp | 69.5%+21.9pp |
| Annual return | 58.56% | 2305.64%-2247.1pp | 1166.11%-1107.5pp | 81.00%-22.4pp |
| Employer contribution / active EE | $22 | $1,787-98.8% | $2,302-99.0% | $2,440-99.1% |
| Participant deferral / active EE | $2,504 | $2,690-6.9% | $3,336-24.9% | $3,607-30.6% |
| Admin fee / account holder | $492 | $4,013-87.7% | $6,420-92.3% | $5,124-90.4% |