Filed January 6, 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.
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.
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 | $33,179 | $54,705-39.3% | $71,209-53.4% | $84,808-60.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 10.14% | 35.90%-25.8pp | 282.51%-272.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,211 | $2,158+48.8% | $2,721+18.0% | $2,631+22.0% |
| Participant deferral / active EE | $6,202 | $3,030+104.7% | $4,175+48.5% | $4,212+47.3% |
| Admin fee / account holder | $21,193 | $4,863+335.8% | $5,349+296.2% | $7,344+188.6% |