Filed May 23, 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 | $98,246 | $102,966-4.6% | $90,281+8.8% | $152,861-35.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.61% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,992 | $3,139+27.2% | $2,854+39.9% | $4,762-16.2% |
| Participant deferral / active EE | $6,200 | $4,281+44.8% | $3,885+59.6% | $5,850+6.0% |
| Admin fee / account holder | $525 | $6,171-91.5% | $5,351-90.2% | $11,596-95.5% |