Filed December 4, 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 | $142,012 | $123,793+14.7% | $177,821-20.1% | $79,858+77.8% |
| Participation rate | 87.7% | 84.7%+3.1pp | 87.7%0pp | 69.6%+18.1pp |
| Annual return | 7.39% | 22.82%-15.4pp | 48.32%-40.9pp | 31.71%-24.3pp |
| Employer contribution / active EE | $3,933 | $4,095-4.0% | $5,918-33.5% | $2,471+59.2% |
| Participant deferral / active EE | $6,602 | $5,956+10.8% | $7,714-14.4% | $3,740+76.5% |
| Admin fee / account holder | $4,004 | $7,243-44.7% | $12,427-67.8% | $5,306-24.5% |