Filed June 11, 2019 (most recent of 2 filings on file)
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 | $23,862 | $95,561-75.0% | $77,163-69.1% | $139,434-82.9% |
| Participation rate | 92.9% | 73.9%+18.9pp | 69.6%+23.3pp | 80.3%+12.5pp |
| Annual return | 6.97% | 54.92%-48.0pp | 37.87%-30.9pp | 372.94%-366.0pp |
| Employer contribution / active EE | $3,370 | $3,147+7.1% | $2,535+32.9% | $4,751-29.1% |
| Participant deferral / active EE | $5,219 | $4,624+12.9% | $3,833+36.1% | $6,710-22.2% |
| Admin fee / account holder | $796 | $8,295-90.4% | $5,472-85.5% | $11,403-93.0% |