Filed August 9, 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 | $97,614 | $64,707+50.9% | $112,228-13.0% | $68,494+42.5% |
| Participation rate | 87.3% | 67.2%+20.1pp | 75.1%+12.2pp | 67.9%+19.4pp |
| Annual return | -15.03% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,797 | $2,746+1.8% | $3,635-23.1% | $2,596+7.7% |
| Participant deferral / active EE | $8,922 | $3,565+150.3% | $4,728+88.7% | $4,027+121.6% |
| Admin fee / account holder | $2,574 | $5,232-50.8% | $6,410-59.8% | $5,403-52.4% |