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 | $151,229 | $70,428+114.7% | $96,562+56.6% | $85,850+76.2% |
| Participation rate | 92.6% | 61.8%+30.8pp | 69.8%+22.8pp | 69.3%+23.3pp |
| Annual return | 16.35% | 18.59%-2.2pp | 37.78%-21.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,589 | $1,413+83.2% | $2,356+9.9% | $2,565+0.9% |
| Participant deferral / active EE | $4,010 | $2,894+38.6% | $3,849+4.2% | $3,952+1.5% |
| Admin fee / account holder | $654 | $4,997-86.9% | $6,181-89.4% | $6,260-89.5% |