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 | $134,774 | $89,753+50.2% | $107,525+25.3% | $84,808+58.9% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,892 | $3,113-7.1% | $3,754-22.9% | $2,631+9.9% |
| Participant deferral / active EE | $10,780 | $4,056+165.8% | $5,116+110.7% | $4,212+156.0% |
| Admin fee / account holder | $10,129 | $7,222+40.3% | $8,919+13.6% | $7,344+37.9% |