Filed March 13, 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.
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 | $86,484 | $148,978-41.9% | $200,582-56.9% | $84,808+2.0% |
| Participation rate | 91.4% | 84.2%+7.2pp | 86.9%+4.5pp | 68.3%+23.1pp |
| Annual return | 11.57% | 28.16%-16.6pp | 42.33%-30.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,772 | $4,815-63.2% | $6,419-72.4% | $2,631-32.6% |
| Participant deferral / active EE | $3,581 | $7,142-49.9% | $9,331-61.6% | $4,212-15.0% |
| Admin fee / account holder | $1,098 | $13,977-92.1% | $16,305-93.3% | $7,344-85.0% |