Filed March 13, 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 | $71,292 | $48,300+47.6% | $40,145,923-99.8% | $62,891+13.4% |
| Participation rate | 93.5% | 62.0%+31.5pp | 68.4%+25.1pp | 69.3%+24.2pp |
| Annual return | 7.52% | 6.95%+0.6pp | 5.24%+2.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,497 | $1,333+12.3% | $1,844-18.8% | $2,281-34.4% |
| Participant deferral / active EE | $3,799 | $2,388+59.1% | $2,591+46.6% | $3,203+18.6% |
| Admin fee / account holder | $12,558 | $2,919+330.3% | $2,903+332.5% | $4,296+192.3% |