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 | $148,488 | $148,978-0.3% | $200,582-26.0% | $84,808+75.1% |
| Participation rate | 88.4% | 84.2%+4.2pp | 86.9%+1.5pp | 68.3%+20.1pp |
| Annual return | 24.06% | 28.16%-4.1pp | 42.33%-18.3pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,031 | $4,815-37.0% | $6,419-52.8% | $2,631+15.2% |
| Participant deferral / active EE | $5,104 | $7,142-28.5% | $9,331-45.3% | $4,212+21.2% |
| Admin fee / account holder | $2,581 | $13,977-81.5% | $16,305-84.2% | $7,344-64.9% |