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 | $132,807 | $81,460+63.0% | $103,333+28.5% | $80,856+64.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 12.77% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,392 | $3,105+9.2% | $3,868-12.3% | $2,755+23.1% |
| Participant deferral / active EE | $11,354 | $3,869+193.5% | $5,057+124.5% | $4,296+164.3% |
| Admin fee / account holder | $24,146 | $6,566+267.7% | $8,355+189.0% | $6,918+249.0% |