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 | $147,741 | $65,561+125.3% | $86,188+71.4% | $75,163+96.6% |
| Participation rate | 80.8% | 60.5%+20.3pp | 69.0%+11.8pp | 67.2%+13.6pp |
| Annual return | 13.91% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,449 | $1,553+57.8% | $2,380+2.9% | $2,670-8.3% |
| Participant deferral / active EE | $3,934 | $3,024+30.1% | $3,985-1.3% | $4,125-4.6% |
| Admin fee / account holder | $17,431 | $5,474+218.4% | $6,852+154.4% | $5,651+208.5% |