Filed September 24, 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 8-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 | $55,851 | $86,929-35.8% | $102,423-45.5% | $80,856-30.9% |
| Participation rate | 98.2% | 72.4%+25.9pp | 76.5%+21.8pp | 67.6%+30.6pp |
| Annual return | 10.51% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $942 | $2,369-60.2% | $3,023-68.8% | $2,755-65.8% |
| Participant deferral / active EE | $6,027 | $4,118+46.3% | $5,053+19.3% | $4,296+40.3% |
| Admin fee / account holder | $6,562 | $8,049-18.5% | $9,451-30.6% | $6,918-5.1% |