Filed June 11, 2019 (most recent of 3 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,726 | $82,032-33.3% | $123,104-55.5% | $59,632-8.2% |
| Participation rate | 77.5% | 83.2%-5.7pp | 86.8%-9.3pp | 68.7%+8.8pp |
| Annual return | 3.90% | 5.12%-1.2pp | 13.22%-9.3pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $855 | $3,297-74.1% | $5,151-83.4% | $2,203-61.2% |
| Participant deferral / active EE | $1,736 | $4,667-62.8% | $6,230-72.1% | $3,192-45.6% |
| Admin fee / account holder | $3,831 | $5,881-34.9% | $9,015-57.5% | $4,297-10.9% |