Filed September 9, 2019 (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.
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 | $63,349 | $56,054+13.0% | $171,082-63.0% | $62,891+0.7% |
| Participation rate | 84.2% | 62.9%+21.3pp | 76.7%+7.5pp | 69.3%+14.9pp |
| Annual return | 3.80% | 22.52%-18.7pp | 32.56%-28.8pp | 20.14%-16.3pp |
| Employer contribution / active EE | $896 | $1,731-48.2% | $4,002-77.6% | $2,281-60.7% |
| Participant deferral / active EE | $3,506 | $3,158+11.0% | $4,797-26.9% | $3,203+9.5% |
| Admin fee / account holder | $4,140 | $3,647+13.5% | $8,520-51.4% | $4,296-3.6% |