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 | $135,161 | $109,359+23.6% | $162,163-16.7% | $72,985+85.2% |
| Participation rate | 89.1% | 84.3%+4.8pp | 87.6%+1.5pp | 69.5%+19.6pp |
| Annual return | 21.49% | 25.46%-4.0pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,699 | $3,907-5.3% | $5,614-34.1% | $2,440+51.6% |
| Participant deferral / active EE | $6,384 | $5,481+16.5% | $7,298-12.5% | $3,607+77.0% |
| Admin fee / account holder | $9,504 | $7,972+19.2% | $10,843-12.3% | $5,124+85.5% |