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 | $142,691 | $65,041+119.4% | $90,951+56.9% | $79,858+78.7% |
| Participation rate | 88.5% | 61.6%+26.9pp | 69.0%+19.5pp | 69.6%+18.8pp |
| Annual return | 12.02% | 30.45%-18.4pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,286 | $1,247+83.3% | $2,122+7.7% | $2,471-7.5% |
| Participant deferral / active EE | $4,228 | $2,512+68.3% | $3,373+25.3% | $3,740+13.0% |
| Admin fee / account holder | $5,731 | $4,536+26.3% | $5,959-3.8% | $5,306+8.0% |