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 | $52,356 | $57,281-8.6% | $86,612-39.6% | $75,163-30.3% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 17.03% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,932 | $2,314+69.9% | $3,022+30.1% | $2,670+47.3% |
| Participant deferral / active EE | $7,860 | $3,318+136.9% | $4,438+77.1% | $4,125+90.5% |
| Admin fee / account holder | $3,309 | $4,112-19.5% | $5,614-41.1% | $5,651-41.4% |