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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,605 | $50,815-75.2% | $155,509-91.9% | $77,643-83.8% |
| Participation rate | 85.7% | 63.1%+22.6pp | 78.2%+7.5pp | 70.6%+15.1pp |
| Annual return | 120.68% | 34.80%+85.9pp | 64.67%+56.0pp | 31.24%+89.4pp |
| Employer contribution / active EE | $581 | $1,993-70.9% | $4,672-87.6% | $2,726-78.7% |
| Participant deferral / active EE | $1,025 | $2,822-63.7% | $5,626-81.8% | $4,647-77.9% |
| Admin fee / account holder | $1,610 | $437+268.7% | $15,912-89.9% | $430+274.1% |