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 | $159,304 | $118,450+34.5% | $98,439+61.8% | $139,434+14.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 7.18% | 18.94%-11.8pp | 21.16%-14.0pp | 372.94%-365.8pp |
| Employer contribution / active EE | $26,055 | $3,609+621.9% | $3,048+754.8% | $4,751+448.4% |
| Participant deferral / active EE | $18,339 | $5,392+240.1% | $4,738+287.1% | $6,710+173.3% |
| Admin fee / account holder | $33,604 | $14,026+139.6% | $8,948+275.6% | $11,403+194.7% |