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 | $44,807 | $100,041-55.2% | $149,718-70.1% | $70,131-36.1% |
| Participation rate | 70.4% | 83.6%-13.2pp | 87.1%-16.7pp | 69.5%+0.8pp |
| Annual return | 13.39% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $940 | $3,662-74.3% | $5,445-82.7% | $2,342-59.9% |
| Participant deferral / active EE | $2,259 | $4,983-54.7% | $6,569-65.6% | $3,332-32.2% |
| Admin fee / account holder | $4,340 | $8,286-47.6% | $11,283-61.5% | $4,645-6.6% |