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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $35,380 | $88,672-60.1% | $105,223-66.4% | $82,448-57.1% |
| Participation rate | 74.5% | 67.9%+6.6pp | 75.0%-0.5pp | 68.1%+6.5pp |
| Annual return | 20.27% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $3,141 | $3,048+3.1% | $3,689-14.8% | $2,551+23.1% |
| Participant deferral / active EE | $1,938 | $4,036-52.0% | $5,072-61.8% | $4,139-53.2% |
| Admin fee / account holder | $316 | $7,146-95.6% | $8,859-96.4% | $7,234-95.6% |