Filed January 28, 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 | $21,317 | $73,515-71.0% | $62,995-66.2% | $147,584-85.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.93% | 175.43%-167.5pp | 87.57%-79.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $3,660 | $3,320+10.2% | $2,759+32.7% | $4,876-24.9% |
| Participant deferral / active EE | $3,104 | $4,185-25.8% | $3,329-6.8% | $5,439-42.9% |
| Admin fee / account holder | $354 | $5,953-94.0% | $3,600-90.2% | $10,885-96.7% |