Filed October 10, 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 | $143,540 | $138,347+3.8% | $184,203-22.1% | $80,856+77.5% |
| Participation rate | 73.7% | 83.9%-10.2pp | 86.8%-13.1pp | 67.6%+6.0pp |
| Annual return | 12.77% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,424 | $4,850-50.0% | $6,427-62.3% | $2,755-12.0% |
| Participant deferral / active EE | $4,950 | $7,071-30.0% | $9,131-45.8% | $4,296+15.2% |
| Admin fee / account holder | $53,429 | $10,483+409.6% | $13,901+284.4% | $6,918+672.3% |