Filed September 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,562 | $123,793-70.5% | $177,821-79.4% | $79,858-54.2% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 4.30% | 22.82%-18.5pp | 48.32%-44.0pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,892 | $4,095-53.8% | $5,918-68.0% | $2,471-23.4% |
| Participant deferral / active EE | $2,921 | $5,956-51.0% | $7,714-62.1% | $3,740-21.9% |
| Admin fee / account holder | $9,484 | $7,243+30.9% | $12,427-23.7% | $5,306+78.7% |