Filed May 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,820 | $123,793-34.7% | $177,821-54.6% | $79,858+1.2% |
| Participation rate | 82.7% | 84.7%-2.0pp | 87.7%-5.1pp | 69.6%+13.0pp |
| Annual return | 9.24% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $887 | $4,095-78.3% | $5,918-85.0% | $2,471-64.1% |
| Participant deferral / active EE | $2,221 | $5,956-62.7% | $7,714-71.2% | $3,740-40.6% |
| Admin fee / account holder | $3,337 | $7,243-53.9% | $12,427-73.1% | $5,306-37.1% |