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 | $157,859 | $109,817+43.7% | $98,442+60.4% | $167,490-5.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.45% | 1956.69%-1940.2pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $7,504 | $3,224+132.8% | $2,960+153.5% | $4,837+55.1% |
| Participant deferral / active EE | $7,774 | $4,673+66.4% | $4,276+81.8% | $6,341+22.6% |
| Admin fee / account holder | $401 | $6,753-94.1% | $5,949-93.3% | $12,309-96.7% |