Filed June 11, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,884 | $88,672+224.7% | $105,223+173.6% | $82,448+249.2% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 10.80% | 30.86%-20.1pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $15,048 | $3,048+393.7% | $3,689+308.0% | $2,551+489.9% |
| Participant deferral / active EE | $14,723 | $4,036+264.8% | $5,072+190.3% | $4,139+255.7% |
| Admin fee / account holder | $10,076 | $7,146+41.0% | $8,859+13.7% | $7,234+39.3% |