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 | $119,479 | $58,512+104.2% | $84,015+42.2% | $72,985+63.7% |
| Participation rate | 71.1% | 61.2%+9.8pp | 69.0%+2.0pp | 69.5%+1.6pp |
| Annual return | 21.36% | 28.93%-7.6pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,742 | $1,163+49.8% | $1,983-12.2% | $2,440-28.6% |
| Participant deferral / active EE | $3,190 | $2,394+33.3% | $3,239-1.5% | $3,607-11.6% |
| Admin fee / account holder | $27,823 | $4,569+509.0% | $6,101+356.1% | $5,124+443.0% |