Filed March 13, 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 | $24,863 | $84,233-70.5% | $170,442-85.4% | $70,131-64.5% |
| Participation rate | 94.9% | 70.8%+24.0pp | 83.6%+11.3pp | 69.5%+25.3pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,245 | $3,387-63.2% | $5,433-77.1% | $2,342-46.9% |
| Participant deferral / active EE | $2,341 | $3,086-24.1% | $4,939-52.6% | $3,332-29.7% |
| Admin fee / account holder | $11,192 | $5,698+96.4% | $13,880-19.4% | $4,645+140.9% |