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 | $154,968 | $59,107+162.2% | $86,436+79.3% | $68,494+126.2% |
| Participation rate | 97.3% | 75.2%+22.1pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -17.01% | -0.23%-16.8pp | 4394.89%-4411.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $945 | $2,519-62.5% | $3,769-74.9% | $2,596-63.6% |
| Participant deferral / active EE | $9,073 | $5,901+53.8% | $6,952+30.5% | $4,027+125.3% |
| Admin fee / account holder | $13,301 | $5,637+136.0% | $6,731+97.6% | $5,403+146.2% |