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 | $58,611 | $197,591-70.3% | $177,821-67.0% | $158,922-63.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 23.06% | 58.76%-35.7pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,109 | $6,697-83.4% | $5,918-81.3% | $4,761-76.7% |
| Participant deferral / active EE | $2,463 | $8,405-70.7% | $7,714-68.1% | $5,982-58.8% |
| Admin fee / account holder | $453 | $15,399-97.1% | $12,427-96.4% | $11,246-96.0% |