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.
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 | $27,828 | $109,359-74.6% | $162,163-82.8% | $72,985-61.9% |
| Participation rate | 95.7% | 84.3%+11.5pp | 87.6%+8.2pp | 69.5%+26.3pp |
| Annual return | 12.46% | 25.46%-13.0pp | 115.59%-103.1pp | 81.00%-68.5pp |
| Employer contribution / active EE | $3,878 | $3,907-0.7% | $5,614-30.9% | $2,440+59.0% |
| Participant deferral / active EE | $3,284 | $5,481-40.1% | $7,298-55.0% | $3,607-9.0% |
| Admin fee / account holder | $20,815 | $7,972+161.1% | $10,843+92.0% | $5,124+306.2% |