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 | $399,371 | $209,411+90.7% | $178,490+123.8% | $158,922+151.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.33% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $9,090 | $5,706+59.3% | $5,011+81.4% | $4,761+90.9% |
| Participant deferral / active EE | $13,537 | $5,954+127.3% | $5,202+160.2% | $5,982+126.3% |
| Admin fee / account holder | $2,749 | $17,074-83.9% | $13,984-80.3% | $11,246-75.6% |