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 7-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 | $1,502,186 | $64,707+2221.5% | $112,228+1238.5% | $68,494+2093.2% |
| Participation rate | 93.0% | 67.2%+25.9pp | 75.1%+18.0pp | 67.9%+25.1pp |
| Annual return | 65.70% | -11.40%+77.1pp | 27.45%+38.2pp | -7.84%+73.5pp |
| Employer contribution / active EE | $4,292 | $2,746+56.3% | $3,635+18.1% | $2,596+65.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,318 | $5,232-55.7% | $6,410-63.8% | $5,403-57.1% |