Filed April 12, 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 | $71,755 | $90,600-20.8% | $79,464-9.7% | $135,375-47.0% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | -5.60% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,254 | $4,050+128.5% | $3,704+149.8% | $5,609+65.0% |
| Admin fee / account holder | $531 | $5,907-91.0% | $5,113-89.6% | $10,827-95.1% |