Filed September 10, 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 7-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.
Participant 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,804 | $80,968+220.9% | $96,544+169.1% | $75,163+245.7% |
| Participation rate | 97.8% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.6pp |
| Annual return | -31.25% | 27.06%-58.3pp | 25.84%-57.1pp | 160.62%-191.9pp |
| Employer contribution / active EE | $25,625 | $2,282+1023.0% | $2,965+764.3% | $2,670+859.8% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,226 | $6,724+156.2% | $8,252+108.7% | $5,651+204.8% |