Filed September 10, 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $181,373 | $86,286+110.2% | $111,297+63.0% | $85,850+111.3% |
| Participation rate | 98.0% | 73.3%+24.7pp | 77.3%+20.7pp | 69.3%+28.7pp |
| Annual return | 339.74% | 19.99%+319.8pp | 54.65%+285.1pp | 318.53%+21.2pp |
| Employer contribution / active EE | $22,320 | $2,043+992.4% | $2,731+717.3% | $2,565+770.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17,601 | $8,188+115.0% | $7,964+121.0% | $6,260+181.2% |