Filed July 11, 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 8-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 | $190,135 | $72,277+163.1% | $101,248+87.8% | $79,858+138.1% |
| Participation rate | 89.5% | 68.5%+21.0pp | 75.8%+13.7pp | 69.6%+19.8pp |
| Annual return | 3.42% | 22.30%-18.9pp | 46.47%-43.1pp | 31.71%-28.3pp |
| Employer contribution / active EE | $9,014 | $2,692+234.9% | $3,660+146.3% | $2,471+264.8% |
| Participant deferral / active EE | $9,085 | $3,282+176.8% | $4,370+107.9% | $3,740+142.9% |
| Admin fee / account holder | $1,829 | $4,400-58.4% | $5,945-69.2% | $5,306-65.5% |