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 | $109,910 | $110,094-0.2% | $151,611-27.5% | $68,494+60.5% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -16.64% | -10.12%-6.5pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,882 | $4,471-13.2% | $6,166-37.0% | $2,596+49.5% |
| Participant deferral / active EE | $6,362 | $6,527-2.5% | $8,363-23.9% | $4,027+58.0% |
| Admin fee / account holder | $8,617 | $7,719+11.6% | $11,616-25.8% | $5,403+59.5% |