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 | $102,064 | $95,971+6.3% | $74,550+36.9% | $135,375-24.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.64% | 56.96%-62.6pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,224 | $2,716-18.1% | $1,961+13.4% | $4,779-53.5% |
| Participant deferral / active EE | $3,327 | $3,843-13.4% | $3,108+7.0% | $5,609-40.7% |
| Admin fee / account holder | $980 | $6,522-85.0% | $5,060-80.6% | $10,827-91.0% |