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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,936 | $95,803+57.5% | $113,168+33.4% | $84,808+78.0% |
| Participation rate | 87.4% | 72.9%+14.5pp | 76.6%+10.8pp | 68.3%+19.0pp |
| Annual return | 12.40% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,584 | $2,360-32.9% | $2,975-46.7% | $2,631-39.8% |
| Participant deferral / active EE | $8,793 | $4,242+107.3% | $5,107+72.2% | $4,212+108.8% |
| Admin fee / account holder | $21,139 | $8,989+135.2% | $12,068+75.2% | $7,344+187.8% |