Filed February 20, 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 5-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 | $128,310 | $132,049-2.8% | $200,582-36.0% | $74,304+72.7% |
| Participation rate | 93.6% | 84.1%+9.5pp | 86.9%+6.7pp | 60.3%+33.2pp |
| Annual return | 13.72% | 22.22%-8.5pp | 42.33%-28.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,179 | $4,558-30.2% | $6,419-50.5% | $2,241+41.8% |
| Participant deferral / active EE | $6,140 | $7,213-14.9% | $9,331-34.2% | $3,767+63.0% |
| Admin fee / account holder | $11,837 | $2,405+392.3% | $16,305-27.4% | $2,969+298.7% |