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 | $28,428 | $85,202-66.6% | $172,739-83.5% | $72,985-61.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.97% | 27.32%-1.4pp | 802.84%-776.9pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,373 | $3,324-28.6% | $5,143-53.9% | $2,440-2.7% |
| Participant deferral / active EE | $3,348 | $3,260+2.7% | $5,198-35.6% | $3,607-7.2% |
| Admin fee / account holder | $412 | $5,884-93.0% | $13,954-97.0% | $5,124-92.0% |