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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,559 | $72,492-64.7% | $87,100-70.7% | $72,985-65.0% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.0pp | 69.5%+29.4pp |
| Annual return | 2.06% | 24.46%-22.4pp | 28.19%-26.1pp | 81.00%-78.9pp |
| Employer contribution / active EE | $1,792 | $1,894-5.4% | $2,521-28.9% | $2,440-26.5% |
| Participant deferral / active EE | $3,088 | $3,270-5.6% | $4,049-23.7% | $3,607-14.4% |
| Admin fee / account holder | $2,461 | $5,055-51.3% | $7,497-67.2% | $5,124-52.0% |