Filed March 13, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,897 | $153,772-81.9% | $133,980-79.2% | $273,961-89.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 19.51% | 36.51%-17.0pp | 29.30%-9.8pp | 41.45%-21.9pp |
| Employer contribution / active EE | $2,252 | $6,029-62.7% | $5,211-56.8% | $4,869-53.8% |
| Participant deferral / active EE | $3,898 | $6,958-44.0% | $6,282-38.0% | $5,287-26.3% |
| Admin fee / account holder | $2,386 | $11,765-79.7% | $9,324-74.4% | $10,132-76.5% |