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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,235 | $49,227-14.2% | $70,449-40.0% | $79,858-47.1% |
| Participation rate | 83.0% | 69.2%+13.8pp | 75.1%+8.0pp | 69.6%+13.4pp |
| Annual return | 17.65% | 30.06%-12.4pp | 109.03%-91.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,776 | $2,099+32.2% | $2,737+1.4% | $2,471+12.3% |
| Participant deferral / active EE | $6,436 | $2,768+132.5% | $3,709+73.5% | $3,740+72.1% |
| Admin fee / account holder | $1,710 | $2,878-40.6% | $3,845-55.5% | $5,306-67.8% |