Filed March 20, 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 | $207,547 | $115,882+79.1% | $100,516+106.5% | $158,922+30.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 9.26% | 34.79%-25.5pp | 30.89%-21.6pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,680 | $4,103-10.3% | $3,418+7.7% | $4,761-22.7% |
| Participant deferral / active EE | $8,925 | $6,674+33.7% | $6,270+42.3% | $5,982+49.2% |
| Admin fee / account holder | $840 | $10,995-92.4% | $8,081-89.6% | $11,246-92.5% |