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 | $47,806 | $54,762-12.7% | $90,281-47.0% | $72,985-34.5% |
| Participation rate | 93.9% | 65.1%+28.8pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 5.86% | 30.63%-24.8pp | 78.10%-72.2pp | 81.00%-75.1pp |
| Employer contribution / active EE | $5,176 | $2,092+147.4% | $2,854+81.3% | $2,440+112.2% |
| Participant deferral / active EE | $6,207 | $2,887+115.0% | $3,885+59.8% | $3,607+72.1% |
| Admin fee / account holder | $22,002 | $3,972+453.9% | $5,351+311.2% | $5,124+329.4% |