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 | $88,672+49.6% | $105,223+26.1% | $82,448+60.9% |
| Participation rate | 71.7% | 67.9%+3.8pp | 75.0%-3.3pp | 68.1%+3.7pp |
| Annual return | 13.92% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $593 | $3,048-80.6% | $3,689-83.9% | $2,551-76.8% |
| Participant deferral / active EE | $4,485 | $4,036+11.1% | $5,072-11.6% | $4,139+8.4% |
| Admin fee / account holder | $11,374 | $7,146+59.2% | $8,859+28.4% | $7,234+57.2% |