Filed March 9, 2020
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 | $121,498 | $71,050+71.0% | $93,606+29.8% | $80,856+50.3% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.7pp | 67.6%+20.8pp |
| Annual return | 9.52% | 11.26%-1.7pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,523 | $1,564-2.6% | $2,420-37.1% | $2,755-44.7% |
| Participant deferral / active EE | $3,479 | $4,034-13.7% | $4,411-21.1% | $4,296-19.0% |
| Admin fee / account holder | $2,996 | $6,945-56.9% | $8,285-63.8% | $6,918-56.7% |