Filed June 11, 2019
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 | $124,308 | $71,050+75.0% | $93,606+32.8% | $80,856+53.7% |
| Participation rate | 84.8% | 60.4%+24.4pp | 68.7%+16.1pp | 67.6%+17.2pp |
| Annual return | 9.39% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,902 | $1,564+21.6% | $2,420-21.4% | $2,755-31.0% |
| Participant deferral / active EE | $3,616 | $4,034-10.4% | $4,411-18.0% | $4,296-15.8% |
| Admin fee / account holder | $24,415 | $6,945+251.6% | $8,285+194.7% | $6,918+252.9% |