Filed March 13, 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 | $35,670 | $45,035-20.8% | $62,995-43.4% | $70,131-49.1% |
| Participation rate | 81.6% | 69.5%+12.1pp | 74.8%+6.8pp | 69.5%+12.0pp |
| Annual return | 12.86% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,360 | $2,051+15.0% | $2,759-14.5% | $2,342+0.7% |
| Participant deferral / active EE | $6,123 | $2,465+148.4% | $3,329+83.9% | $3,332+83.8% |
| Admin fee / account holder | $4,072 | $2,834+43.7% | $3,600+13.1% | $4,645-12.3% |