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 | $175,652 | $65,365+168.7% | $92,893+89.1% | $72,985+140.7% |
| Participation rate | 78.1% | 68.3%+9.8pp | 76.0%+2.1pp | 69.5%+8.6pp |
| Annual return | 7.00% | 42.10%-35.1pp | 109.41%-102.4pp | 81.00%-74.0pp |
| Employer contribution / active EE | $7,610 | $2,594+193.4% | $3,653+108.3% | $2,440+211.9% |
| Participant deferral / active EE | $2,397 | $3,128-23.4% | $4,236-43.4% | $3,607-33.6% |
| Admin fee / account holder | $3,741 | $4,251-12.0% | $5,794-35.4% | $5,124-27.0% |