Filed August 12, 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 | $76,247 | $54,380+40.2% | $68,509+11.3% | $59,632+27.9% |
| Participation rate | 92.3% | 70.2%+22.1pp | 74.7%+17.6pp | 68.7%+23.6pp |
| Annual return | -1.40% | 2.83%-4.2pp | 8.27%-9.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,689 | $1,539+9.8% | $2,278-25.9% | $2,203-23.3% |
| Participant deferral / active EE | $1,573 | $2,643-40.5% | $3,382-53.5% | $3,192-50.7% |
| Admin fee / account holder | $5,984 | $3,885+54.0% | $5,275+13.5% | $4,297+39.3% |