Filed July 30, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,124 | $168,632+108.2% | $147,614+137.9% | $125,391+180.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.14% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,322 | $6,252-46.9% | $5,564-40.3% | $4,866-31.7% |
| Participant deferral / active EE | $14,279 | $5,507+159.3% | $4,895+191.7% | $5,352+166.8% |
| Admin fee / account holder | $3,065 | $13,580-77.4% | $11,611-73.6% | $9,540-67.9% |