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 | $174,480 | $64,707+169.6% | $112,228+55.5% | $68,494+154.7% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.4pp | 67.9%+25.6pp |
| Annual return | -20.42% | -11.40%-9.0pp | 27.45%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $11,128 | $2,746+305.3% | $3,635+206.2% | $2,596+328.6% |
| Participant deferral / active EE | $10,455 | $3,565+193.3% | $4,728+121.1% | $4,027+159.6% |
| Admin fee / account holder | $12,430 | $5,232+137.6% | $6,410+93.9% | $5,403+130.1% |