Filed January 10, 2019 (most recent of 3 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,076 | $105,860+60.7% | $90,749+87.4% | $134,475+26.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.10% | -11.01%-10.1pp | -12.16%-8.9pp | 417.96%-439.1pp |
| Employer contribution / active EE | $36,485 | $3,462+953.8% | $2,921+1149.1% | $4,740+669.8% |
| Participant deferral / active EE | $19,500 | $5,216+273.9% | $4,564+327.2% | $6,400+204.7% |
| Admin fee / account holder | $15,540 | $13,938+11.5% | $8,445+84.0% | $11,426+36.0% |