Filed December 18, 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.)
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 | $37,332 | $123,793-69.8% | $177,821-79.0% | $79,858-53.3% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 15.79% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,364 | $4,095-42.3% | $5,918-60.1% | $2,471-4.3% |
| Participant deferral / active EE | $3,673 | $5,956-38.3% | $7,714-52.4% | $3,740-1.8% |
| Admin fee / account holder | $5,504 | $7,243-24.0% | $12,427-55.7% | $5,306+3.7% |