Filed February 21, 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 | $134,674 | $56,199+139.6% | $67,652+99.1% | $59,632+125.8% |
| Participation rate | 97.4% | 71.5%+25.9pp | 75.7%+21.7pp | 68.7%+28.7pp |
| Annual return | 0.07% | 18505.31%-18505.2pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,858 | $1,614+138.9% | $2,266+70.3% | $2,203+75.1% |
| Participant deferral / active EE | $5,671 | $2,844+99.4% | $3,560+59.3% | $3,192+77.7% |
| Admin fee / account holder | $2,517 | $3,958-36.4% | $4,821-47.8% | $4,297-41.4% |