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 | $53,097 | $80,717-34.2% | $154,803-65.7% | $84,808-37.4% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.0pp | 68.3%+28.8pp |
| Annual return | 13.47% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,981 | $2,761+7.9% | $4,305-30.8% | $2,631+13.3% |
| Participant deferral / active EE | $4,083 | $3,303+23.6% | $5,540-26.3% | $4,212-3.0% |
| Admin fee / account holder | $1,567 | $6,746-76.8% | $14,329-89.1% | $7,344-78.7% |