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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,577 | $73,933+261.9% | $96,683+176.8% | $75,163+256.0% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.1pp | 67.2%+24.3pp |
| Annual return | 16.16% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $12,530 | $2,928+328.0% | $3,737+235.3% | $2,670+369.3% |
| Participant deferral / active EE | $7,954 | $3,659+117.4% | $4,878+63.0% | $4,125+92.8% |
| Admin fee / account holder | $29,996 | $5,216+475.0% | $6,730+345.7% | $5,651+430.8% |