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 | $35,023 | $45,073-22.3% | $69,455-49.6% | $72,985-52.0% |
| Participation rate | 83.0% | 68.5%+14.5pp | 74.6%+8.4pp | 69.5%+13.5pp |
| Annual return | 18.02% | 22.65%-4.6pp | 28.97%-10.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,328 | $2,054+13.3% | $2,779-16.2% | $2,440-4.6% |
| Participant deferral / active EE | $5,534 | $2,602+112.7% | $3,535+56.5% | $3,607+53.4% |
| Admin fee / account holder | $3,027 | $3,056-0.9% | $3,839-21.2% | $5,124-40.9% |