Filed July 30, 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 | $42,322 | $81,233-47.9% | $155,567-72.8% | $80,874-47.7% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.5pp | 67.6%+23.1pp |
| Annual return | 9.02% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $737 | $3,101-76.2% | $4,674-84.2% | $2,756-73.2% |
| Participant deferral / active EE | $2,791 | $3,452-19.1% | $5,628-50.4% | $4,297-35.0% |
| Admin fee / account holder | $2,569 | $7,998-67.9% | $15,916-83.9% | $6,935-63.0% |