Filed June 11, 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 | $394,282 | $102,966+282.9% | $90,281+336.7% | $152,861+157.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.88% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $17,401 | $3,139+454.4% | $2,854+509.6% | $4,762+265.4% |
| Participant deferral / active EE | $16,134 | $4,281+276.8% | $3,885+315.3% | $5,850+175.8% |
| Admin fee / account holder | $225,430 | $6,171+3553.2% | $5,351+4112.7% | $11,596+1844.0% |