Filed March 13, 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 | $68,358 | $23,330+193.0% | $64,489+6.0% | $82,448-17.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 14.08% | 83.66%-69.6pp | 55.03%-40.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,783 | $824+116.3% | $1,523+17.1% | $2,551-30.1% |
| Participant deferral / active EE | $5,085 | $1,707+197.9% | $2,778+83.0% | $4,139+22.9% |
| Admin fee / account holder | $14,031 | $2,946+376.3% | $4,260+229.4% | $7,234+93.9% |