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 | $204,250 | $72,277+182.6% | $101,248+101.7% | $79,858+155.8% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 13.43% | 22.30%-8.9pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,038 | $2,692-24.3% | $3,660-44.3% | $2,471-17.5% |
| Participant deferral / active EE | $4,452 | $3,282+35.7% | $4,370+1.9% | $3,740+19.0% |
| Admin fee / account holder | $3,215 | $4,400-26.9% | $5,945-45.9% | $5,306-39.4% |