Filed August 1, 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 | $118,919 | $87,841+35.4% | $133,980-11.2% | $62,891+89.1% |
| Participation rate | 97.5% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.2pp |
| Annual return | 5.46% | 12.05%-6.6pp | 29.30%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,482 | $3,4830% | $5,211-33.2% | $2,281+52.7% |
| Participant deferral / active EE | $6,400 | $4,812+33.0% | $6,282+1.9% | $3,203+99.8% |
| Admin fee / account holder | $6,861 | $5,371+27.7% | $9,324-26.4% | $4,296+59.7% |