Filed February 14, 2020
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $207,216 | $146,267+41.7% | $197,124+5.1% | $82,448+151.3% |
| Participation rate | 93.5% | 84.0%+9.5pp | 86.7%+6.8pp | 68.1%+25.5pp |
| Annual return | 10.39% | 29.61%-19.2pp | 44.34%-34.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $8,410 | $4,723+78.0% | $6,227+35.0% | $2,551+229.7% |
| Participant deferral / active EE | $4,407 | $7,035-37.4% | $9,135-51.8% | $4,139+6.5% |
| Admin fee / account holder | $3,412 | $14,422-76.3% | $16,298-79.1% | $7,234-52.8% |