Filed April 30, 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 9-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 | $155,946 | $63,346+146.2% | $92,233+69.1% | $70,131+122.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.17% | 530.12%-518.9pp | 176.28%-165.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $8,357 | $2,471+238.2% | $3,679+127.1% | $2,342+256.8% |
| Participant deferral / active EE | $2,768 | $2,854-3.0% | $3,897-29.0% | $3,332-16.9% |
| Admin fee / account holder | $31,880 | $3,840+730.2% | $5,194+513.8% | $4,645+586.3% |