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 | $96,756 | $123,793-21.8% | $177,821-45.6% | $79,858+21.2% |
| Participation rate | 87.8% | 84.7%+3.1pp | 87.7%0pp | 69.6%+18.1pp |
| Annual return | -23.96% | 22.82%-46.8pp | 48.32%-72.3pp | 31.71%-55.7pp |
| Employer contribution / active EE | $2,877 | $4,095-29.7% | $5,918-51.4% | $2,471+16.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,220 | $7,243-41.7% | $12,427-66.0% | $5,306-20.5% |