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 | $169,357 | $78,672+115.3% | $109,143+55.2% | $85,850+97.3% |
| Participation rate | 79.2% | 68.3%+11.0pp | 75.9%+3.4pp | 69.3%+9.9pp |
| Annual return | 12.79% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,968 | $2,735-28.0% | $3,722-47.1% | $2,565-23.3% |
| Participant deferral / active EE | $9,732 | $3,467+180.7% | $4,653+109.1% | $3,952+146.3% |
| Admin fee / account holder | $20,465 | $5,469+274.2% | $6,752+203.1% | $6,260+226.9% |