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 | $36,580 | $84,233-56.6% | $170,442-78.5% | $70,131-47.8% |
| Participation rate | 84.9% | 70.8%+14.1pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 11.39% | 23.06%-11.7pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $675 | $3,387-80.1% | $5,433-87.6% | $2,342-71.2% |
| Participant deferral / active EE | $2,319 | $3,086-24.8% | $4,939-53.0% | $3,332-30.4% |
| Admin fee / account holder | $2,581 | $5,698-54.7% | $13,880-81.4% | $4,645-44.4% |