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 | $134,081 | $137,414-2.4% | $189,513-29.2% | $85,850+56.2% |
| Participation rate | 92.8% | 84.6%+8.1pp | 87.8%+4.9pp | 69.3%+23.4pp |
| Annual return | 22.49% | 38.14%-15.7pp | 555.15%-532.7pp | 318.53%-296.0pp |
| Employer contribution / active EE | $3,528 | $4,344-18.8% | $6,162-42.7% | $2,565+37.5% |
| Participant deferral / active EE | $5,899 | $6,260-5.8% | $8,221-28.3% | $3,952+49.3% |
| Admin fee / account holder | $20,205 | $8,630+134.1% | $12,045+67.7% | $6,260+222.8% |