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 | $129,379 | $137,414-5.8% | $189,513-31.7% | $85,850+50.7% |
| Participation rate | 97.9% | 84.6%+13.3pp | 87.8%+10.1pp | 69.3%+28.6pp |
| Annual return | 37.16% | 38.14%-1.0pp | 555.15%-518.0pp | 318.53%-281.4pp |
| Employer contribution / active EE | $3,578 | $4,344-17.7% | $6,162-41.9% | $2,565+39.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $547 | $8,630-93.7% | $12,045-95.5% | $6,260-91.3% |