Filed November 13, 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 | $29,913 | $67,606-55.8% | $82,313-63.7% | $70,131-57.3% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.5pp |
| Annual return | 3.34% | 21.57%-18.2pp | 25.88%-22.5pp | 73.14%-69.8pp |
| Employer contribution / active EE | $4,652 | $1,755+165.1% | $2,428+91.6% | $2,342+98.6% |
| Participant deferral / active EE | $3,640 | $2,987+21.9% | $3,706-1.8% | $3,332+9.3% |
| Admin fee / account holder | $581 | $4,512-87.1% | $5,608-89.6% | $4,645-87.5% |