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 | $108,083 | $94,529+14.3% | $140,016-22.8% | $64,186+68.4% |
| Participation rate | 98.1% | 84.1%+14.0pp | 87.5%+10.6pp | 69.6%+28.5pp |
| Annual return | 3.54% | 7.77%-4.2pp | 651.12%-647.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $3,302 | $3,812-13.4% | $5,606-41.1% | $2,381+38.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $838 | $6,741-87.6% | $10,705-92.2% | $4,888-82.9% |