Filed August 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,022 | $109,359-62.5% | $162,163-74.7% | $72,985-43.8% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 26.73% | 25.46%+1.3pp | 115.59%-88.9pp | 81.00%-54.3pp |
| Employer contribution / active EE | $763 | $3,907-80.5% | $5,614-86.4% | $2,440-68.7% |
| Participant deferral / active EE | $1,721 | $5,481-68.6% | $7,298-76.4% | $3,607-52.3% |
| Admin fee / account holder | $2,485 | $7,972-68.8% | $10,843-77.1% | $5,124-51.5% |