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 | $146,267-40.9% | $197,124-56.1% | $82,448+4.9% |
| Participation rate | 91.4% | 84.0%+7.4pp | 86.7%+4.7pp | 68.1%+23.4pp |
| Annual return | 11.57% | 29.61%-18.0pp | 44.34%-32.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,772 | $4,723-62.5% | $6,227-71.5% | $2,551-30.5% |
| Participant deferral / active EE | $3,581 | $7,035-49.1% | $9,135-60.8% | $4,139-13.5% |
| Admin fee / account holder | $1,098 | $14,422-92.4% | $16,298-93.3% | $7,234-84.8% |