Filed July 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,555 | $78,422+84.3% | $95,952+50.7% | $79,858+81.0% |
| Participation rate | 95.5% | 73.5%+22.0pp | 77.1%+18.4pp | 69.6%+25.9pp |
| Annual return | 15.32% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,310 | $1,945-32.7% | $2,541-48.5% | $2,471-47.0% |
| Participant deferral / active EE | $6,446 | $3,440+87.4% | $4,167+54.7% | $3,740+72.3% |
| Admin fee / account holder | $30,470 | $5,622+442.0% | $6,795+348.4% | $5,306+474.2% |