Filed July 24, 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 | $114,645 | $73,933+55.1% | $96,683+18.6% | $75,163+52.5% |
| Participation rate | 74.5% | 66.4%+8.1pp | 74.3%+0.2pp | 67.2%+7.4pp |
| Annual return | 6.94% | 26.70%-19.8pp | 35.69%-28.8pp | 160.62%-153.7pp |
| Employer contribution / active EE | $1,996 | $2,928-31.8% | $3,737-46.6% | $2,670-25.2% |
| Participant deferral / active EE | $10,916 | $3,659+198.4% | $4,878+123.8% | $4,125+164.6% |
| Admin fee / account holder | $75,771 | $5,216+1352.6% | $6,730+1026.0% | $5,651+1240.9% |