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 | $104,689 | $57,354+82.5% | $83,848+24.9% | $64,186+63.1% |
| Participation rate | 74.6% | 68.6%+6.0pp | 76.1%-1.6pp | 69.6%+5.0pp |
| Annual return | 0.30% | 11.38%-11.1pp | 850.88%-850.6pp | 7.63%-7.3pp |
| Employer contribution / active EE | $1,671 | $2,545-34.4% | $3,631-54.0% | $2,381-29.8% |
| Participant deferral / active EE | $8,378 | $2,993+179.9% | $4,082+105.3% | $3,470+141.5% |
| Admin fee / account holder | $2,700 | $4,046-33.3% | $5,478-50.7% | $4,888-44.8% |