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.)
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 | $134,713 | $63,355+112.6% | $91,989+46.4% | $72,985+84.6% |
| Participation rate | 95.3% | 72.5%+22.8pp | 78.6%+16.7pp | 69.5%+25.8pp |
| Annual return | 20.81% | 35.35%-14.5pp | 69.02%-48.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $811 | $2,116-61.7% | $3,452-76.5% | $2,440-66.7% |
| Participant deferral / active EE | $7,328 | $4,883+50.1% | $5,923+23.7% | $3,607+103.1% |
| Admin fee / account holder | $6,091 | $4,668+30.5% | $7,743-21.3% | $5,124+18.9% |