Filed December 4, 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 | $110,566 | $94,529+17.0% | $140,016-21.0% | $64,186+72.3% |
| Participation rate | 89.3% | 84.1%+5.2pp | 87.5%+1.8pp | 69.6%+19.7pp |
| Annual return | 3.96% | 7.77%-3.8pp | 651.12%-647.2pp | 7.63%-3.7pp |
| Employer contribution / active EE | $3,593 | $3,812-5.7% | $5,606-35.9% | $2,381+50.9% |
| Participant deferral / active EE | $5,680 | $5,250+8.2% | $6,927-18.0% | $3,470+63.7% |
| Admin fee / account holder | $5,632 | $6,741-16.5% | $10,705-47.4% | $4,888+15.2% |