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 | $159,288 | $72,277+120.4% | $101,248+57.3% | $79,858+99.5% |
| Participation rate | 79.2% | 68.5%+10.8pp | 75.8%+3.4pp | 69.6%+9.6pp |
| Annual return | 13.47% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,508 | $2,692-44.0% | $3,660-58.8% | $2,471-39.0% |
| Participant deferral / active EE | $9,745 | $3,282+196.9% | $4,370+123.0% | $3,740+160.6% |
| Admin fee / account holder | $6,388 | $4,400+45.2% | $5,945+7.4% | $5,306+20.4% |