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.
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 | $12,956 | $69,515-81.4% | $86,874-85.1% | $85,850-84.9% |
| Participation rate | 92.0% | 66.3%+25.7pp | 71.6%+20.4pp | 69.3%+22.7pp |
| Annual return | 52.70% | 20.12%+32.6pp | 63.52%-10.8pp | 318.53%-265.8pp |
| Employer contribution / active EE | $1,467 | $1,880-22.0% | $2,495-41.2% | $2,565-42.8% |
| Participant deferral / active EE | $2,832 | $2,919-3.0% | $3,699-23.4% | $3,952-28.3% |
| Admin fee / account holder | $2,031 | $5,972-66.0% | $5,828-65.2% | $6,260-67.6% |