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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,049 | $125,758-19.6% | $169,993-40.6% | $75,163+34.4% |
| Participation rate | 91.9% | 83.6%+8.3pp | 87.0%+4.9pp | 67.2%+24.7pp |
| Annual return | 8.62% | 27.20%-18.6pp | 53.37%-44.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $4,310 | $4,615-6.6% | $6,785-36.5% | $2,670+61.4% |
| Participant deferral / active EE | $6,433 | $6,837-5.9% | $10,408-38.2% | $4,125+55.9% |
| Admin fee / account holder | $8,063 | $8,173-1.4% | $12,815-37.1% | $5,651+42.7% |