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 | $45,171 | $42,894+5.3% | $60,874-25.8% | $68,494-34.1% |
| Participation rate | 91.1% | 66.8%+24.3pp | 73.1%+18.0pp | 67.9%+23.2pp |
| Annual return | -14.21% | -13.98%-0.2pp | 16.90%-31.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,623 | $1,978+83.1% | $2,701+34.1% | $2,596+39.5% |
| Participant deferral / active EE | $7,733 | $2,867+169.8% | $3,817+102.6% | $4,027+92.0% |
| Admin fee / account holder | $1,806 | $3,101-41.8% | $3,224-44.0% | $5,403-66.6% |