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 | $70,737 | $100,041-29.3% | $149,718-52.8% | $70,131+0.9% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.1%-13.9pp | 69.5%+3.6pp |
| Annual return | 17.28% | 27.43%-10.1pp | 1501.63%-1484.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $829 | $3,662-77.4% | $5,445-84.8% | $2,342-64.6% |
| Participant deferral / active EE | $2,048 | $4,983-58.9% | $6,569-68.8% | $3,332-38.5% |
| Admin fee / account holder | $6,239 | $8,286-24.7% | $11,283-44.7% | $4,645+34.3% |