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 | $33,017 | $43,327-23.8% | $59,878-44.9% | $64,186-48.6% |
| Participation rate | 84.1% | 69.2%+14.9pp | 74.7%+9.4pp | 69.6%+14.5pp |
| Annual return | -4.51% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,381 | $2,028+17.4% | $2,722-12.5% | $2,3810% |
| Participant deferral / active EE | $5,695 | $2,546+123.7% | $3,402+67.4% | $3,470+64.1% |
| Admin fee / account holder | $1,217 | $3,005-59.5% | $3,590-66.1% | $4,888-75.1% |