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 | $107,684 | $71,883+49.8% | $86,677+24.2% | $68,494+57.2% |
| Participation rate | 88.1% | 72.2%+15.9pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | -17.75% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,581 | $2,173-27.2% | $2,836-44.2% | $2,596-39.1% |
| Participant deferral / active EE | $7,576 | $3,779+100.5% | $4,656+62.7% | $4,027+88.1% |
| Admin fee / account holder | $31,100 | $6,112+408.9% | $7,493+315.0% | $5,403+475.6% |