Filed February 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,882 | $153,772-74.1% | $133,980-70.2% | $273,961-85.4% |
| Participation rate | 79.2% | 88.4%-9.2pp | 87.1%-7.9pp | 83.0%-3.8pp |
| Annual return | 7.35% | 36.51%-29.2pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $964 | $6,029-84.0% | $5,211-81.5% | $4,869-80.2% |
| Participant deferral / active EE | $2,238 | $6,958-67.8% | $6,282-64.4% | $5,287-57.7% |
| Admin fee / account holder | $742 | $11,765-93.7% | $9,324-92.0% | $10,132-92.7% |