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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,744 | $138,347-53.2% | $184,203-64.9% | $80,856-19.9% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.6%+16.4pp |
| Annual return | 11.38% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,970 | $4,850-59.4% | $6,427-69.3% | $2,755-28.5% |
| Participant deferral / active EE | $2,709 | $7,071-61.7% | $9,131-70.3% | $4,296-36.9% |
| Admin fee / account holder | $15,769 | $10,483+50.4% | $13,901+13.4% | $6,918+127.9% |