Filed December 12, 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 | $189,168 | $105,998+78.5% | $92,233+105.1% | $147,584+28.2% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 9.09% | 50.05%-41.0pp | 176.28%-167.2pp | 578.55%-569.5pp |
| Employer contribution / active EE | $4,782 | $4,333+10.4% | $3,679+30.0% | $4,876-1.9% |
| Participant deferral / active EE | $3,581 | $4,478-20.0% | $3,897-8.1% | $5,439-34.2% |
| Admin fee / account holder | $5,821 | $6,332-8.1% | $5,194+12.1% | $10,885-46.5% |