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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,303 | $50,958+143.9% | $74,550+66.7% | $64,186+93.7% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.1%+27.2pp | 69.6%+26.7pp |
| Annual return | -7.90% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,794 | $1,115+60.9% | $1,961-8.5% | $2,381-24.6% |
| Participant deferral / active EE | $4,915 | $2,301+113.5% | $3,108+58.1% | $3,470+41.7% |
| Admin fee / account holder | $8,249 | $4,223+95.3% | $5,060+63.0% | $4,888+68.8% |