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 | $159,723 | $70,475+126.6% | $100,516+58.9% | $79,858+100.0% |
| Participation rate | 98.7% | 73.7%+25.0pp | 79.4%+19.3pp | 69.6%+29.1pp |
| Annual return | 14.55% | 21.90%-7.3pp | 30.89%-16.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $924 | $2,165-57.3% | $3,418-73.0% | $2,471-62.6% |
| Participant deferral / active EE | $8,265 | $5,181+59.5% | $6,270+31.8% | $3,740+121.0% |
| Admin fee / account holder | $4,782 | $4,478+6.8% | $8,081-40.8% | $5,306-9.9% |