Filed July 24, 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 | $111,659 | $63,346+76.3% | $92,233+21.1% | $70,131+59.2% |
| Participation rate | 70.2% | 68.7%+1.5pp | 76.5%-6.3pp | 69.5%+0.6pp |
| Annual return | 15.85% | 530.12%-514.3pp | 176.28%-160.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,629 | $2,471-34.1% | $3,679-55.7% | $2,342-30.4% |
| Participant deferral / active EE | $7,766 | $2,854+172.1% | $3,897+99.3% | $3,332+133.1% |
| Admin fee / account holder | $2,949 | $3,840-23.2% | $5,194-43.2% | $4,645-36.5% |