Filed October 10, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,836 | $85,766-80.4% | $136,294-87.6% | $70,131-76.0% |
| Participation rate | 91.3% | 74.2%+17.1pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 28.89% | 31.45%-2.6pp | 5155.94%-5127.0pp | 73.14%-44.2pp |
| Employer contribution / active EE | $932 | $2,966-68.6% | $4,695-80.2% | $2,342-60.2% |
| Participant deferral / active EE | $2,433 | $5,051-51.8% | $6,247-61.0% | $3,332-27.0% |
| Admin fee / account holder | $3,945 | $5,420-27.2% | $9,243-57.3% | $4,645-15.1% |