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 | $35,680 | $91,190-60.9% | $178,490-80.0% | $79,858-55.3% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.19% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,538 | $3,256-22.0% | $5,011-49.3% | $2,471+2.7% |
| Participant deferral / active EE | $3,424 | $3,236+5.8% | $5,202-34.2% | $3,740-8.4% |
| Admin fee / account holder | $3,722 | $6,751-44.9% | $13,984-73.4% | $5,306-29.9% |