Filed October 17, 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 | $46,235 | $138,065-66.5% | $123,544-62.6% | $135,375-65.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 997015.65% | 153.68%+996862.0pp | 119.20%+996896.5pp | 519.73%+996495.9pp |
| Employer contribution / active EE | $2,232 | $5,151-56.7% | $4,628-51.8% | $4,779-53.3% |
| Participant deferral / active EE | $9,093 | $6,799+33.7% | $6,426+41.5% | $5,609+62.1% |
| Admin fee / account holder | $5,381 | $10,916-50.7% | $9,284-42.0% | $10,827-50.3% |