Filed August 8, 2019
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,901 | $63,346+106.6% | $92,233+41.9% | $70,131+86.7% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 10.37% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $17,900 | $2,471+624.4% | $3,679+386.5% | $2,342+664.2% |
| Participant deferral / active EE | $8,255 | $2,854+189.3% | $3,897+111.9% | $3,332+147.8% |
| Admin fee / account holder | $21,562 | $3,840+461.5% | $5,194+315.2% | $4,645+364.2% |