Filed September 26, 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 | $65,822 | $53,127+23.9% | $86,590-24.0% | $70,131-6.1% |
| Participation rate | 86.7% | 65.3%+21.4pp | 73.5%+13.1pp | 69.5%+17.1pp |
| Annual return | 11.40% | 27.66%-16.3pp | 964.84%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $4,097 | $2,068+98.1% | $2,839+44.3% | $2,342+74.9% |
| Participant deferral / active EE | $6,366 | $2,696+136.1% | $3,609+76.4% | $3,332+91.1% |
| Admin fee / account holder | $4,145 | $3,585+15.6% | $4,906-15.5% | $4,645-10.8% |