Filed December 19, 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 | $56,679 | $138,347-59.0% | $184,203-69.2% | $80,856-29.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.03% | 20.02%-12.0pp | 28.81%-20.8pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,943 | $4,850-60.0% | $6,427-69.8% | $2,755-29.5% |
| Participant deferral / active EE | $4,534 | $7,071-35.9% | $9,131-50.3% | $4,296+5.6% |
| Admin fee / account holder | $18,238 | $10,483+74.0% | $13,901+31.2% | $6,918+163.6% |