Filed June 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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,624 | $160,055-67.7% | $140,016-63.1% | $135,375-61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.62% | 911.38%-925.0pp | 651.12%-664.7pp | 519.73%-533.4pp |
| Employer contribution / active EE | $17,331 | $6,420+169.9% | $5,606+209.2% | $4,779+262.7% |
| Participant deferral / active EE | $14,783 | $7,642+93.4% | $6,927+113.4% | $5,609+163.6% |
| Admin fee / account holder | $749 | $13,328-94.4% | $10,705-93.0% | $10,827-93.1% |