Filed June 18, 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 | $322,390 | $105,998+204.1% | $92,233+249.5% | $147,584+118.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 15.27% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $16,429 | $4,333+279.2% | $3,679+346.5% | $4,876+236.9% |
| Participant deferral / active EE | $8,224 | $4,478+83.7% | $3,897+111.1% | $5,439+51.2% |
| Admin fee / account holder | $7,572 | $6,332+19.6% | $5,194+45.8% | $10,885-30.4% |