Filed August 8, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,971 | $58,577+109.9% | $83,333+47.6% | $64,186+91.6% |
| Participation rate | 97.4% | 72.0%+25.4pp | 77.8%+19.6pp | 69.6%+27.8pp |
| Annual return | -4.98% | 9.65%-14.6pp | 10.63%-15.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $939 | $2,098-55.3% | $3,379-72.2% | $2,381-60.6% |
| Participant deferral / active EE | $7,311 | $4,654+57.1% | $5,565+31.4% | $3,470+110.7% |
| Admin fee / account holder | $8,956 | $9,275-3.4% | $7,510+19.2% | $4,888+83.2% |