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 | $345,880 | $89,753+285.4% | $107,525+221.7% | $84,808+307.8% |
| Participation rate | 95.9% | 68.1%+27.9pp | 75.1%+20.8pp | 68.3%+27.6pp |
| Annual return | 17.10% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,053 | $3,113+30.2% | $3,754+8.0% | $2,631+54.1% |
| Participant deferral / active EE | $8,139 | $4,056+100.7% | $5,116+59.1% | $4,212+93.3% |
| Admin fee / account holder | $3,904 | $7,222-45.9% | $8,919-56.2% | $7,344-46.8% |