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 | $71,442 | $125,758-43.2% | $169,993-58.0% | $75,163-5.0% |
| Participation rate | 79.7% | 83.6%-3.8pp | 87.0%-7.3pp | 67.2%+12.6pp |
| Annual return | 13.34% | 27.20%-13.9pp | 53.37%-40.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,802 | $4,615-61.0% | $6,785-73.4% | $2,670-32.5% |
| Participant deferral / active EE | $2,088 | $6,837-69.5% | $10,408-79.9% | $4,125-49.4% |
| Admin fee / account holder | $13,582 | $8,173+66.2% | $12,815+6.0% | $5,651+140.3% |