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 | $147,684 | $86,929+69.9% | $102,423+44.2% | $80,856+82.6% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+23.0pp |
| Annual return | 14.78% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,659 | $2,369-30.0% | $3,023-45.1% | $2,755-39.8% |
| Participant deferral / active EE | $9,010 | $4,118+118.8% | $5,053+78.3% | $4,296+109.7% |
| Admin fee / account holder | $9,012 | $8,049+12.0% | $9,451-4.6% | $6,918+30.3% |