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 | $101,344 | $112,881-10.2% | $90,951+11.4% | $158,922-36.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.63% | 215.79%-201.2pp | 134.60%-120.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,354 | $2,893-18.6% | $2,122+10.9% | $4,761-50.6% |
| Participant deferral / active EE | $4,244 | $4,128+2.8% | $3,373+25.8% | $5,982-29.0% |
| Admin fee / account holder | $3,592 | $8,041-55.3% | $5,959-39.7% | $11,246-68.1% |