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 | $212,633 | $80,724+163.4% | $103,333+105.8% | $74,495+185.4% |
| Participation rate | 85.4% | 65.7%+19.8pp | 74.5%+10.9pp | 67.2%+18.2pp |
| Annual return | 5.57% | 27.56%-22.0pp | 24.88%-19.3pp | 1364.94%-1359.4pp |
| Employer contribution / active EE | $4,865 | $3,157+54.1% | $3,868+25.8% | $2,623+85.5% |
| Participant deferral / active EE | $5,122 | $3,860+32.7% | $5,057+1.3% | $4,346+17.9% |
| Admin fee / account holder | $2,300 | $2,368-2.9% | $8,355-72.5% | $1,942+18.4% |