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 | $401,491 | $181,894+120.7% | $156,549+156.5% | $273,961+46.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.19% | 30.74%-24.6pp | 32.23%-26.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $16,555 | $6,248+165.0% | $5,501+200.9% | $4,869+240.0% |
| Participant deferral / active EE | $14,944 | $5,550+169.3% | $4,871+206.8% | $5,287+182.6% |
| Admin fee / account holder | $3,418 | $15,559-78.0% | $13,027-73.8% | $10,132-66.3% |