Filed June 14, 2018
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,655 | $89,753+47.8% | $107,525+23.4% | $84,808+56.4% |
| Participation rate | 71.7% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.4pp |
| Annual return | 13.92% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $593 | $3,113-81.0% | $3,754-84.2% | $2,631-77.5% |
| Participant deferral / active EE | $4,485 | $4,056+10.6% | $5,116-12.3% | $4,212+6.5% |
| Admin fee / account holder | $11,374 | $7,222+57.5% | $8,919+27.5% | $7,344+54.9% |