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 | $54,103 | $60,124-10.0% | $90,404-40.2% | $79,858-32.3% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 69.6%+27.4pp |
| Annual return | 7.54% | 71.94%-64.4pp | 1293.02%-1285.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $5,397 | $2,068+161.0% | $3,262+65.4% | $2,471+118.4% |
| Participant deferral / active EE | $6,951 | $2,938+136.6% | $3,963+75.4% | $3,740+85.8% |
| Admin fee / account holder | $3,014 | $3,976-24.2% | $5,611-46.3% | $5,306-43.2% |