Filed August 1, 2018 (most recent of 2 filings on file)
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.
Employer 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 | $44,319 | $197,591-77.6% | $177,821-75.1% | $158,922-72.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 11.53% | 58.76%-47.2pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,231 | $6,697-81.6% | $5,918-79.2% | $4,761-74.2% |
| Participant deferral / active EE | $3,058 | $8,405-63.6% | $7,714-60.4% | $5,982-48.9% |
| Admin fee / account holder | $4,291 | $15,399-72.1% | $12,427-65.5% | $11,246-61.8% |