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.
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 | $80,582 | $137,414-41.4% | $189,513-57.5% | $85,850-6.1% |
| Participation rate | 96.7% | 84.6%+12.1pp | 87.8%+8.9pp | 69.3%+27.4pp |
| Annual return | 10.07% | 38.14%-28.1pp | 555.15%-545.1pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,973 | $4,344-54.6% | $6,162-68.0% | $2,565-23.1% |
| Participant deferral / active EE | $2,634 | $6,260-57.9% | $8,221-68.0% | $3,952-33.4% |
| Admin fee / account holder | $6,737 | $8,630-21.9% | $12,045-44.1% | $6,260+7.6% |