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 | $79,051 | $157,256-49.7% | $141,162-44.0% | $152,861-48.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 85.84% | 64.32%+21.5pp | 71.39%+14.4pp | 345.32%-259.5pp |
| Employer contribution / active EE | $2,108 | $5,261-59.9% | $4,735-55.5% | $4,762-55.7% |
| Participant deferral / active EE | $7,105 | $7,109-0.1% | $6,709+5.9% | $5,850+21.4% |
| Admin fee / account holder | $18,406 | $12,120+51.9% | $10,261+79.4% | $11,596+58.7% |