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 | $142,681 | $70,756+101.7% | $65,493+117.9% | $142,382+0.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.25% | 1754.89%-1744.6pp | 982.45%-972.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,596 | $2,881+94.3% | $2,574+117.4% | $4,299+30.2% |
| Participant deferral / active EE | $7,691 | $4,637+65.8% | $3,961+94.2% | $6,507+18.2% |
| Admin fee / account holder | $6,241 | $6,559-4.9% | $5,028+24.1% | $12,624-50.6% |