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 | $61,182 | $63,346-3.4% | $92,233-33.7% | $70,131-12.8% |
| Participation rate | 85.1% | 68.7%+16.4pp | 76.5%+8.6pp | 69.5%+15.5pp |
| Annual return | 15.77% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $456 | $2,471-81.6% | $3,679-87.6% | $2,342-80.5% |
| Participant deferral / active EE | $3,455 | $2,854+21.1% | $3,897-11.3% | $3,332+3.7% |
| Admin fee / account holder | $5,426 | $3,840+41.3% | $5,194+4.5% | $4,645+16.8% |