Filed July 31, 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 6-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.
See 1 actuary disclosure. $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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,445 | $55,554+30.4% | $308,621-76.5% | $52,198+38.8% |
| Participation rate | 100.0% | 19.8%+80.2pp | 57.2%+42.8pp | 11.0%+89.0pp |
| Annual return | 8.58% | 7.82%+0.8pp | 8.06%+0.5pp | 8.23%+0.4pp |
| Employer contribution / active EE | $24,526 | $18,498+32.6% | $42,627-42.5% | $13,859+77.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $947 | $918+3.2% | $8,774-89.2% | $1,652-42.7% |