Filed October 16, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,920 | $94,529-63.1% | $140,016-75.1% | $64,186-45.6% |
| Participation rate | 94.0% | 84.1%+9.9pp | 87.5%+6.5pp | 69.6%+24.4pp |
| Annual return | -7.51% | 7.77%-15.3pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,613 | $3,812-57.7% | $5,606-71.2% | $2,381-32.2% |
| Participant deferral / active EE | $3,704 | $5,250-29.5% | $6,927-46.5% | $3,470+6.7% |
| Admin fee / account holder | $14,048 | $6,741+108.4% | $10,705+31.2% | $4,888+187.4% |