Filed December 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,965 | $60,124-71.8% | $90,404-81.2% | $79,858-78.8% |
| Participation rate | 84.1% | 65.0%+19.1pp | 72.7%+11.4pp | 69.6%+14.5pp |
| Annual return | 7.49% | 71.94%-64.5pp | 1293.02%-1285.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,654 | $2,938-43.7% | $3,963-58.3% | $3,740-55.8% |
| Admin fee / account holder | $1,256 | $3,976-68.4% | $5,611-77.6% | $5,306-76.3% |